CustomerBase: For Businesses 4+
Manage Your Local Business
Business Solutions, LLC
Designed for iPad
-
- Free
Screenshots
Description
CustomerBase provides the most powerful small business software that is used by thousands of business owners to manage sales, operations, reputation management, and customer service. Send invoices, schedule and dispatch your employees, create estimates, generate reviews and accept payments all in one software app.
CRM Highlights:
‣ All sms and email messaging with customers is tracked and completed within the app
‣ Record phone calls between employees and customers to improve service
‣ CRM to keep track of customer records and history
‣ Send customers a text message to let them know you're on your way
‣ Get customer sign-off with signature approval
‣ Share custom forms and checklists with your customers to show off what was done
‣ Allow customers to pay invoices and book new work online
Payment Processing:
‣ Get paid in-person and on-site with our credit card reader or manually enter payment info
‣ Get paid even faster with online with sms/email and in-app payment processing
‣ Analyze payment performance insights within the app
‣ Book jobs from your website, over the phone, on google, on facebook, and more
‣ Customers can approve estimates and invoices online
Scheduling and Job Management:
‣ Drag and drop calendar editing
‣ Dispatchers organize jobs and book jobs for employees
‣ Update employees on job modifications via push and sms notifications on their phones
‣ Dispatchers optimize routes to be efficient with employee schedules
‣ Take notes on the job, add photos, track expenses, update invoices until the job is complete
Small Businesses We Service:
CustomerBase is used by many industries including:
‣ appliance repair
‣ carpet cleaning
‣ cleaning
‣ contracting
‣ handyman services
‣ HVAC
‣ landscaping
‣ lawn care
‣ painting
‣ pest control
‣ plumbing
‣ pressure washing
‣ window cleaning
‣ and over 30+ more
Additional Features:
‣ Import job history
‣ customer database
‣ price list import and customization
‣ Sync job data
‣ reconcile payments and invoices via Quick books Online
#1 in Customer Support:
‣ Our support team is recognized as the best in the business by small business owners time and time again.
‣ We are always here to help with phone support and email support.
What’s New
Version 1.5.90
Tap to pay.
Multiple appointments support.
Credit card payments.
App Privacy
The developer, Business Solutions, LLC, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.
Data Linked to You
The following data may be collected and linked to your identity:
- Financial Info
- Contact Info
- Contacts
- User Content
- Diagnostics
Privacy practices may vary based on, for example, the features you use or your age. Learn More
Information
- Seller
- Business Solutions, LLC
- Size
- 177.2 MB
- Category
- Business
- Compatibility
-
- iPhone
- Requires iOS 16.1 or later.
- iPad
- Requires iPadOS 16.1 or later.
- Mac
- Requires macOS 13.0 or later and a Mac with Apple M1 chip or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
-
English
- Age Rating
- 4+
- Location
- This app may use your location even when it isn’t open, which can decrease battery life.
- Copyright
- © Business Solutions, LLC, 2021
- Price
- Free
Supports
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Wallet
Get all of your passes, tickets, cards, and more in one place.