En el plan de trabajo
Esta capacidad se está lanzando como parte de Solis. Empieza una prueba gratis para usar todo lo disponible hoy.
Perfiles de cliente
Cada cliente, trabajo y propiedad en un solo lugar.
Los trabajos, las propiedades, las aprobaciones y el historial de cada cliente en un solo perfil, para que la relación nunca empiece desde cero.
The problem on the jobsite
A contractor's best customers are repeat customers, but the history of that relationship lives nowhere. Last year's job is in an old text thread, the property's quirks are in someone's head, the past approvals are gone. Every new job with a returning client starts cold, and the trust that should compound resets to zero.
How Solis handles it
Every client gets a profile that holds the whole relationship, built from the jobs you have already done together.
- Every job for that client, with its full record and photos.
- The properties they own, with what was done where.
- Past approvals, change orders, and invoices, all in one place.
When a returning client calls, you already know the property and the history. The next job starts warm.
Where it fits
This is where the work-to-payment record turns into a relationship that compounds. On the homeowner side, the same history lives in Holm, so the property carries its own verified record from job to job. The customer profile is what makes a one-time job into a repeat client, and a repeat client into the network the whole platform is built around.
Status
This runs on the same backbone as the rest of Solis. Start a free trial and put it on your next job.
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