Customer Management

Store Client Info, History, and Locations

Manage your entire customer database from one place. Track service history, manage multiple sites per client, and build better relationships.

Build Better Customer Relationships

Everything you need to keep your clients happy and your operations running smoothly.

Service CRM

Store contacts, billing information, and special notes for every customer in one secure database.

Multi-Location Support

Manage customers with multiple buildings or sites. Perfect for commercial service and property management.

Asset & Service History

See the complete repair and maintenance history for every customer. Build trust with complete transparency.

Customer Portal

Give customers a self-service portal to approve quotes, review past work, and pay invoices online.

Automated Communication

Keep customers informed with automated SMS and email updates when technicians are on the way.

Feedback & Reviews

Automatically collect ratings after jobs to ensure satisfaction and catch issues early.

Better Customer Service Starts Here

Join field service teams that are building stronger customer relationships with Avchare.

Start Your Free Trial

Customer Management FAQ

Common questions about managing customers, sites, and service requests.

Is Avchare a CRM?

Avchare includes the customer records a service business needs: contacts, multiple sites, equipment installed at each site, full service history, and incoming service requests. It is built around jobs rather than sales pipelines, and it can also connect to your existing CRM through the API.

How do customer service requests become jobs?

Requests arrive in a dedicated queue. A dispatcher reviews the request and converts it into a work order in one step, keeping the original request linked so you can measure response time from first contact.

Can one customer have several sites and contacts?

Yes. A customer can hold any number of addresses, each with its own equipment list and contact people, which is how multi-branch and facility-management clients are usually handled.

Still have questions? Contact us