Client contacts
Client Contacts bundles contacts with name, email, phone and the associated client. You can request access and create locations for the contact.
Delay forecast
Planned vs. actual timeDelays
None 14
Delayed 3
Properties (71)
Assigned 32
Open 39
Tasks today
Done 18
Open 7
Team status
Online 6
Offline 2
Due today
- TB Tom Berger 1 Tasks
- EB Erik Braun 2 Tasks
- NF Nora Frei 1 Tasks
Customer
The right contact persons within reach
Contacts with client, email, and phone – request access and create locations from the contact.
Delay forecast
Planned vs. actual timeDelays
None 14
Delayed 3
Properties (71)
Assigned 32
Open 39
Tasks today
Done 18
Open 7
Team status
Online 6
Offline 2
Due today
- TB Tom Berger 1 Tasks
- EB Erik Braun 2 Tasks
- NF Nora Frei 1 Tasks
Functions
Everything for customer contacts
The most important features – compact with example data, without live customer data.
01
Contact details
Name, email, phone, client.
Contact details
01Name, email, phone, client.
Request for access
02Request access for the contact.
02
Request for access
Request access for the contact.
03
Create Locations
Create properties directly from the contact.
Create Locations
03Create properties directly from the contact.
Completion photo report
On-site proof · example
Request status
04e.g. understand rejected status.
- Open12
- In progress5
- Done28
- Overdue2
04
Request status
e.g. understand rejected status.
Process
Three steps to the contact master data
Create contact
Add Client Contact: name, email, and telephone – the person you need to reach for tickets and reports.
- Name and contact
- Add Client Contact
- Export possible
Link client
Assign the contact to the right company so that properties and concerns match.
- Assign client
- Company clear
- No paper chaos
Continue working
Request platform access or create locations directly from the contact. Request status remains traceable.
- Request for access
- Create Locations
- Status e.g. Rejected
Create contact
01Add Client Contact: name, email, and telephone – the person you need to reach for tickets and reports.
Link client
02Assign the contact to the right company so that properties and concerns match.
Continue working
03Request platform access or create locations directly from the contact. Request status remains traceable.
Completion Photo Report
Proof vor Location · Example
Your daily work
Administration and service providers on the same page
Tickets and reports reach the right people – without paper chaos.
Wie viele Customer contacts pflegen Sie?
43
open access requests in the example
Example: about 5 Requests for platform access.
Frequently asked questions
Eine Request, dem Contact Platformzugang zu geben.
Ja, über Export.
Ja, über Create Locations.
Ja, z. B. wenn eine Request abgelehnt wurde.
Für Verwaltung und Customernschnittstelle.
Was ist Request for access?
Eine Request, dem Contact Platformzugang zu geben.
Kann ich Contacte exportieren?
Ja, über Export.
Kann ich Locations vom Contact aus anlegen?
Ja, über Create Locations.
Sehe ich den Request-Status?
Ja, z. B. wenn eine Request abgelehnt wurde.
Für wen sind Customer contacts?
Für Verwaltung und Customernschnittstelle.
See customer contacts in action?
Calculate your price or book a demo – with sample data from the platform.