Customer & Job Tracking (CRM) — Component of Back Office Setup

Keep Track of Every Customer, Job, and Follow-Up — All in One Place

If you’re still tracking customer info in your phone, a notebook, or digging through old texts and emails... you’re not just disorganized — you’re probably losing money.

We help blue-collar business owners set up or clean up a simple system that keeps your customers, jobs, quotes, and follow-ups organized and easy to manage — without complicated software.

This is called a CRM (Customer Relationship Management system) — but we’ll just call it your get-organized-and-stop-losing-jobs tool.

This work is performed as part of a Back Office Setup engagement, based on what your business actually needs.

Who This Is For

  • You’re relying on memory, sticky notes, or inbox searches to track customers

  • You signed up for Jobber, Housecall Pro, or HubSpot and haven’t finished setting it up

  • You forget to follow up after sending a quote

  • You’re not sure which leads are hot, cold, or dead

  • You know your back office could be better — but don’t have the time or headspace to fix it

What We’ll Help You Do

Whether you need a brand new system or just want to fix what’s already in place, I’ll build a setup that works for the way you run your business.

If You Need a Setup:

  • Pick the right tool (we help you choose: Jobber, Housecall Pro, HubSpot, or others)

  • Build a simple workflow to track jobs and customers

  • Import or organize your contacts and leads

  • Add tags and stages so you always know where each job stands

  • Set up basic automations and reminders

  • Show you (or your team) how to use it — without tech overwhelm

If You Need a Cleanup:

  • Remove duplicates and fix messy data

  • Reorganize your pipeline so it actually makes sense

  • Clean up tags, stages, and notes

  • Improve lead follow-up and quote tracking

  • Turn a clunky system into a tool that saves you time

Built for Real-World Trades Businesses

I don’t build fancy dashboards you’ll never use. We build simple, functional systems that help you:

  • Follow up faster

  • Win more jobs

  • Stop letting leads fall through the cracks

  • Know exactly where every customer stands — in seconds

You won’t need to learn “software.” You’ll just need to open the tool and use it the way it was meant to work.

Backed by Real Experience

With 20+ years in technology and business process design, I know how to set up systems that solve problems — not create new ones.

I’ll handle the back-end setup, connect the tools, and simplify your workflow so your business runs smoother every day.

Let’s work together