// 01Profile · Unified
Complete customer profiles
// PROFILE
Service history, invoices, photos, notes, and communication logs — everything about a customer in one searchable profile. No more switching tabs.
Run the Day · Client Management
Every customer detail, instantly accessible.
Your team should never ask “have we been here before?” Full service history, property notes, and preferences at everyone's fingertips.
★ 4.8·1,200+ home-services pros·No credit card required
// CUSTOMER PROFILE7-YEAR HISTORY · LIVE
JR
Jenkins, MaryCUSTOMER SINCE 2018
VIPQUARTERLY MAINTENANCETRANE HVAC
PHOTO2026-04-12Replaced filter, took before/after
INVOICE2026-04-12$340 paid
NOTE2025-11-03Access code 4827
JOB2025-08-21Annual tune-up complete
LIFETIME VALUE · $3,24012 JOBS · 7yr CUSTOMER
Capabilities
Built for the office staff who answer the phone.
Four moves that turn a scattered customer record into a single profile your whole team can open.
// 02Property · Records
Property records
// PROPERTY
Track equipment models, install dates, filter sizes, and access codes. Your techs arrive prepared every time — not asking 'what brand AC is this?'
// 03Comms · Timeline
Communication timeline
// TIMELINE
Every email, text, call, and note in chronological order. Anyone on your team can pick up the conversation where someone else left off.
// 04Tags · Segments
Tags and segments
// SEGMENTS
Tag customers by service type, VIP status, or service plan. Run targeted campaigns or prioritize high-value clients in seconds.
Looking for the per-job detail instead of the customer view? See Job Management →
Results
What changes when the profile does the remembering.
Averages across 1,200+ BossCrew crews after their first 90 days on Client Management.
// 01Customer satisfaction
+40%
Customer satisfaction
When your team arrives knowing the customer's history, equipment, and preferences, every visit lands better.
// 02Search overhead
90% less
Time finding info
Per CSR, per week. One searchable profile beats hunting through five tools.
// 03Retention
+35%
Repeat business
Customers come back to shops that remember them. The profile does the remembering for you.
// GET STARTED14-DAY TRIAL
For crews of 1 to 50
Know every customer like your best customer.
14 days free · No credit card · Cancel anytime
Customer
We had one customer call us — second time in three years — and the new CSR didn't even need to ask for the address. She opened the profile, saw the prior visit, the equipment model, and the access code, and quoted the service in 30 seconds.The customer said ‘I love that you remember.’ I love that we do too, automatically.
LKVerified · Q1 '26
Lisa K.
Office Manager · GreenLawn Pro
// CREW SIZE12techsLandscape maintenance + tree care across Raleigh and Durham.
// MIGRATED FROMQuickBooks + sticky notesPlus three CSRs each keeping their own spreadsheet.
// LIVE ON BOSSCREW18moNow also using Scheduling, Job Management, and Mobile App.
Integrations
Customer data flows where you need it.
Six native integrations connect the customer record to your CRM, marketing, and billing stack. Everything else flows through Zapier or webhooks.
// INTEGRATIONS-INDEX06 / 25+C-01TWO-WAY C-02TWO-WAY C-03OUTBOUND C-04TWO-WAY C-05WEBHOOK C-06TWO-WAY
HubSpot
Customer profiles sync both ways — sales and service teams see the same record.
Salesforce
Same idea, Salesforce edition. Field service records flow into the unified customer view.
Mailchimp
Tag segments push to Mailchimp lists for seasonal campaigns and reactivation flows.
QuickBooks Online
Customer billing records reconcile with the service record — no orphan invoices.
Zapier
Customer events (new profile, status change, tag added) trigger 6,000+ downstream apps.
Google Contacts
Import your contact list once; new customers added in BossCrew sync back to Google.
Run the Day
Client management is one part of running the day.
Every customer record talks to the rest of the platform. Add the next piece when you're ready.
// 01
Schedule and dispatch crews
See every technician, every job, and every open slot in one drag-and-drop calendar.
Learn more 01 / 04
// 02Work from anywhere
A mobile app techs actually want to use, with offline mode for jobs in dead zones.
Learn more 02 / 04
// 03Track every job start to finish
From scheduled to invoiced, every job has a clear status. Nothing falls through.
Learn more 03 / 04
// 04Plan smarter routes
Reduce drive time with optimized routing across the day's stops.
Learn more 04 / 04