Customer Tracking Module

The Customer Tracking Module in the HVAC and Plumbers Pack Service Software allows you to track your customer open activities and advertising sources for every incoming call. With the click of a button you can review the profitability of all your advertising sources as well as any pending customer activities. As your sales and service staff adds follow-up activities, they are tracked in our quick-view dashboard for immediate reminders and review. This saves valuable time for owners and managers tracking the status of outstanding customer tasks and other related activities.

Tracking Advertising Sources

HVAC software advertising report

Tracking Open Customer Items

HVAC Scheduling Software Activities
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