Client & Property Records
Access codes and pet notes written on a sticky note are gone the moment a new hire takes over the route. We build the system that remembers every property, every time.
What we build
- Property profiles: Access instructions, alarm codes, and pet notes attached to every property.
- Service history: Every past visit and any special requests in one timeline.
- Preference tracking: Client preferences remembered across every visit, any crew.
- Client portal: Clients update their own preferences and access instructions online.
Implementation scope
Property records are visible to dispatch and crews, so any team member has the full picture before arriving on-site.