Customer Management

Customer Management

Develop a complete view of all your customers’ details and easily access all information, documents and project details associated with each of them.

Customer Profile

Get to know your customer better.

  • Keep detailed information about your customers, including different contacts and locations
  • Add special price levels for specific customers
  • Add automatic discounts for special customers
  • Include payment terms and notes
  • Save notes, and documents about your client
Customer Records
  • Keep track of open estimates and jobs
  • Record finished jobs
  • Prepare customer statements based on periods and open transactions
  • Easy access to total balance owing and previous payments
Extra Features
  • Allow customers to approve quotes online
  • Request deposits for estimate approval
  • Let customers pay invoices online

Get in Touch

Contact Us

GlassManager by Tech To U Inc.

Book a demo and see the GlassManager difference

Contact us today to learn how we can improve your business.

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