Every customer, site and conversation in one place
Stop digging through inboxes and spreadsheets. Progress keeps every customer, site, contact and job file connected so anyone in the business can pick up the thread instantly.
- Faster call handling
- Fewer repeat questions
- Better repeat-work conversion
One customer record the whole business trusts
Progress keeps comprehensive customer data in one place — addresses, contacts, notes, documents, accounting details and complete job history.
Apply credit holds on overdue accounts and automate job status updates so customers stay informed without anyone picking up the phone.
- Multiple sites and contacts per customer
- Credit holds for overdue accounts
- Automated customer status updates
- Documents and accounting details attached
What it changes for the business
The operational and financial difference contractors see once this is running.
Faster call handling
Contacts, site details and job history are in one record, so your team can answer calls without searching across systems.
Fewer repeat questions
Shared notes and customer details let office and field staff pick up the conversation without asking customers for the same information again.
Better repeat-work conversion
Past jobs and estimates give your team the context to follow up with relevant work, rather than starting every conversation from scratch.
Inside Centralized Customer Data
The parts of this module your team will touch every single day.
Unified customer record
Contacts, sites, equipment, documents and every past job in a single view.
Job history at a glance
See what was quoted, what was done and what it earned — without asking anyone.
Shared context
Office, dispatch and field all see the same customer truth in real time.
Where this fits in the job lifecycle
Information moves in one direction — forward — with no re-entry between stages.
- Step 1
Enquiry
Call, email or web form
- Step 2
Customer record
Sites, contacts, terms
- Step 3
Job history
Every past visit
- Step 4
Estimate
Priced from history
- Step 5
Repeat work
Agreements and renewals
Frequently asked questions
Still unsure? A 30-minute demo answers most of it.
Run Centralized Customer Data on your next job.
Book a live demo with someone with someone who has actually run jobs.