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ShieldBook
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Customers and properties

Every customer, every property, everything you've done there.

ShieldBook keeps the customer, their properties, the equipment at each one and every job ever done there on one record. The next call starts with the whole history instead of a blank form.

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01The customer record

The details that matter on site, already there.

In development On the roadmapEverything else is built and working today.

Customers

One customer, everyone you deal with

Homeowners, tenants, property managers and the neighbor who pays: each is a contact on the same customer, so the office calls the right person and the technician knows who to ask for.

  • Several contacts per customer, with labeled phones and emails
  • Notes the whole team sees, and when they became a customer
  • How they found you, recorded with the first inquiry

Properties

The place is part of the record

Work happens at an address. ShieldBook keeps what you learn about each one, from the side gate to the dog in the yard, with the property instead of in someone's head.

  • Several properties per customer, including rentals
  • Access notes and gate codes, kept with the property
  • Every job ever done at the address, in order

Equipment

Equipment with its whole history

Condensers, furnaces, water heaters, panels. The history of each unit is a tap away, so a technician knows whether it was repaired last spring, and whether it's still under warranty, before recommending anything.

  • Details, install date, warranties and service history for each unit
  • Which unit replaced which, so the history survives a replacement
  • HVAC equipment kinds built in; anything else recorded with its own description
  • Equipment kinds for more trades(On the roadmap)

History

A history with a name on every line

Who approved the option, who marked it sold, when the receipt went out. The history can't be edited after the fact, so it's the answer when two people remember it differently.

  • Every action recorded with who did it and when
  • Jobs, estimates, invoices and photos linked from the customer

Keep exploring

Bring your customer list to the conversation.

We'll show you how your customers, properties and equipment would look in ShieldBook.

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ShieldBook is being developed and proven inside a working service business as it prepares for broader use. A demo is a walkthrough and an honest conversation about fit.