Features
Your customers are already in your phone
What it does
Where do the contacts come from?
Your phone, as a contacts file it can already produce, or a spreadsheet if that is where they live. You choose what comes across rather than everything being swept in, because an address book holds your mother, three takeaways and a bloke you met once.
What happens to duplicates?
A customer with the same name AND the same postcode is treated as the one you already have rather than added again. Two different Joneses in the same town stay two customers; the same Jones imported twice does not become two.
What if the contact has no address?
It comes in as a customer with what there is. A name and a mobile number is a real customer for plenty of trades, and refusing the import over a missing postcode would be refusing most phone contacts.
Can I import a price list the same way?
Yes, from a spreadsheet, and it asks the one question that matters: whether your prices include VAT. Prices are stored net, and importing gross figures into a net column overcharges by the VAT on every quote from then on, silently. The cost column is never converted, because it is already net and converting it understates every margin on your reports.
Does it ask about marketing consent?
Imported customers come in as not asked, rather than as having agreed. Somebody being in your phone is not consent to market to them, and defaulting the other way is the sort of thing that is easy to do and expensive to explain.
What it does not do
Worth knowing before you spend an afternoon on it rather than after.
It does not connect live to Google Contacts, iCloud or Outlook and keep them in step. It is an import, not a sync, so a change in your phone afterwards does not appear here.
It does not import your history — past jobs, old invoices or previous quotes come in only if you enter them. What you get is the customer list.
It cannot tell a customer from a supplier in your address book. You choose what comes across.
See it being done
Step-by-step guides with a short recording of each one, free to read without an account.
Bring your contacts in from your phone
Send contacts across from an iPhone or an Android, then pick who becomes a customer.
Keep a customer record
Contacts, more than one property, account credit, and their whole history in one place.
Import a price list from a spreadsheet
Four hundred parts in one go, with the VAT question asked rather than assumed.
Set up your services and prices
Build a price list so quoting is picking from a menu rather than typing from memory.
Questions, answered
Can I import customers from my phone?
Yes, as a contacts file, and you choose which ones come across rather than importing the whole address book.
What happens if I import the same customer twice?
Somebody with the same name and the same postcode is treated as the customer you already have rather than added again.
Does importing a price list handle VAT?
It asks whether your prices include VAT, because prices are stored net. Cost figures are never converted, as they are already net.
What does it cost?
£29.99 a month for the whole business — every feature, every person, no add-ons and no per-user pricing. 60 days free and no card to start.
Everything else it does
Try it on your own work
60 days free with everything switched on, and no card to start. If you would rather ask something first, there is a person on the other end.
£29.99 a month for the whole business after the free 60 days.