Customer management path

Customer management guidance for contractors organizing job history, reminders, invoices, reviews, referrals, and repeat work

Use this ProTradeHQ topic hub to manage customers beyond the first job: lead source, job history, equipment or property notes, estimate status, invoices, warranty callbacks, seasonal reminders, review requests, referral prompts, repeat-work timing, and customer-source reporting.

Job history visibilityRepeat-work remindersCustomer-source reporting 1 guides operations