Start with the information you need
A name, phone number and address help you understand the request and arrange a site visit. Tax details are ready when you need to prepare documents.
for trades
Features / Customers
A phone number is just the beginning. Keep contacts, requests and addresses together, then find the customer when preparing a quote or planning a job.
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In everyday work
A name, phone number and address help you understand the request and arrange a site visit. Tax details are ready when you need to prepare documents.
Prepare the quote from the customer record and keep a clear reference for the next steps. When they call again, you know which person and job you are dealing with.
Open AtelierX on your phone using the same account as your computer. Check the record on site and use the address to open directions.
A practical example
A customer calls about a repair. Open their record, check their details and prepare a new proposal: your starting point is already there, even away from the office.
Keep going
A phone number is just the beginning. Keep contacts, requests and addresses together, then find the customer when preparing a quote or planning a job.
See how it works ↗QuotesMaterials, labour and travel: give every item its place. Prepare a quote on your phone or computer, link it to the customer and share a link to view it.
See how it works ↗JobsKeep the customer, tasks and job status together. A dedicated view helps you distinguish unfinished work from jobs you have already completed.
See how it works ↗ScheduleSite visits, appointments and jobs share one schedule. Review your day, identify overdue appointments and open directions to the customer.
See how it works ↗The next step is simple
Explore the program with sample data or start a trial with your own account.
No credit card required · Continue with free Base afterwards
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