Job history per customer
Every booking, quote, invoice, and proof record keeps a link to the customer — so the full job history builds automatically over time.
Feature
Customer records connected to the full job history
Tradeify keeps customer records connected to job history, notes, photos, quotes, invoices, and proof records — so every repeat job or follow-up has context without starting from scratch.
Notes and tags
Add job notes and customer tags so repeat work, referrals, and priorities are easy to identify without digging through old records.
Photos and proof connected
Job photos, GPS logs, checklists, and signatures stay connected to the job record — which links to the customer history.
From first booking to long-term record
Step 1
Customer record created
A customer record is created from the first booking — name, contact, and job context captured from the start.
Step 2
History builds automatically
Each job, quote, invoice, and proof record adds to the customer history without manual data entry.
Step 3
Context for every follow-up
Open the customer record before a repeat job and see the full history — notes, photos, invoices, and prior work.
FAQ
Are customer records connected to job photos?
Yes. Job photos, GPS logs, checklists, and customer sign-off are connected to the job record — which links to the customer history.
Is this a full enterprise CRM?
Tradeify customer records are built for trade businesses — job history, notes, tags, quotes, invoices, and proof records per customer. For complex enterprise sales pipelines, a dedicated CRM tool may be more suitable.
Can I tag customers in Tradeify?
Yes. Tradeify supports customer tags so you can mark VIP customers, preferred payment methods, or other notes relevant to your business.
Related pages
Quote. Invoice. Prove the work.
Keep the job record connected.
Use Tradeify to connect bookings, quotes, invoices, schedules, customers, and proof-of-work records in one responsive PWA.