Every customer detail, ready before you knock
ProHelper's field service CRM keeps Accounts, Contacts, Properties, and Equipment connected, with full job history, notes, and photos on every record - the depth a big platform gives you, organized so you can find anything in seconds. Look it up from the office or the truck, even when you lose signal.
- Cut time spent searching for customer info: Accounts, Properties, and Equipment connect in one place
- Show up prepared on every job with full history, equipment details, and access notes at your fingertips
- Never lose institutional knowledge when staff turns over, because notes and history live on the record
- Look up and update customer records in the field even without internet, then sync automatically
What you can do with CRM & Client Management
Accounts as your single source of truth
Every customer is an Account that ties together their contacts, properties, equipment, jobs, estimates, invoices, and payments. No more hunting through spreadsheets or call notes: one record holds the whole relationship.
Contacts with multiple ways to reach them
Store decision-makers, tenants, property managers, and billing contacts on each Account, each with their own phone, email, and role. Reach the right person for scheduling, approvals, or payment without digging.
Properties for every service address
One Account can have many Properties, so multi-location customers and rental portfolios stay organized. Service history, equipment, and access notes live on the exact address where the work happens.
Equipment tracked by property
Log the units you service (make, model, serial, and install details) right on the Property. Techs see what they're working on before they arrive, so they show up with the right parts and the right context.
Notes and attachments on every record
Pin gate codes, pet warnings, model numbers, and quotes as notes, and attach photos, PDFs, and documents to Accounts, Properties, and jobs. Knowledge stays with the record instead of in someone's head.
Activity timeline and customer history
A chronological feed shows requests, visits, estimates, invoices, and messages for each customer. Walk into any job knowing exactly what's been done and what was promised last time.
Works offline in the field
Pull up an Account, Property, or Equipment record and add notes or photos even with no signal. ProHelper's offline-first mobile app syncs everything automatically once you're back online.
Import your existing customers
Bring your current customer list in with data import, and export anytime. Get up and running fast without re-keying records one by one.
CRM & Client Management: questions answered
Each customer is an Account. An Account can have multiple Contacts and multiple Properties (service addresses), and Equipment is tracked on the Property where it lives. Jobs, estimates, invoices, and payments roll up to the Account, so you see the full relationship in one view.
Yes. Every Account has an activity timeline and customer history showing requests, visits, jobs, estimates, invoices, and messages in chronological order, so you and your techs always know what was done and what was promised.
Yes. ProHelper is offline-first. You can open Accounts, Properties, and Equipment records and add notes or photos with no signal, and everything syncs automatically when you reconnect.
Yes. The Client Portal with online payment and live visit tracking is available on the Growth plan, and customers can book through your online booking page on every plan.
Explore more of the platform
Every piece works together in one app, so there are no integrations to wire up and no setup headaches, just turn on what you need.
Ready to run your business from one app?
Start your free 30-day trial today. No credit card required. Be up and running in minutes.
No credit card required · Cancel anytime · 30-day free trial