Every customer's information, all in one place

In a solar business, a customer's information ends up scattered between the salesperson who won them, the technician who went up on the roof and the admin person who handles the invoices. This module pulls all of that onto a single record. When you open a customer, you see the whole picture: their details, where the installation is, what quotes you've sent, where their project stands, what paperwork is still missing and whether they owe you any invoices.

The same goes for suppliers and subcontractors. No more digging through email or asking "who was handling this customer?": it's all in plain sight, and anyone on the team with permission finds it in seconds.