Customer Management

Every client detail, in one place — not five

Keep each customer's properties, gate codes, entry notes, and preferences together, so anyone on your crew knows exactly what to do before they pull up.

Start your free trial

No credit card required

Worknizer customer record showing contact details, multiple properties, and access notes

The customer details, scattered everywhere

Gate codes and key locations live in old texts, sticky notes, and someone's memory.
A customer with three properties turns into three half-finished records nobody trusts.
The crew shows up not knowing the dog's in the yard or which door to use.

Everything you know about a customer, together

One clean record per client

Keep each customer's contact details, history, and everything you know about them in a single record — not spread across a notebook, your phone, and three group chats.

Multiple properties per customer

Store every address a customer has under one client, each with its own property type and details. Perfect for the landlord with five rentals or the family with a house and a rental.

Gate codes, keys, and entry notes

Save the access method for each property — gate code, where the key is, how to get in — so the crew knows exactly how to reach the work before they leave the shop.

Preferences and notes that stick

Record what each customer likes, what to avoid, and any note the crew needs — the dog in the yard, the side door, the 'call before you come.' It's there every visit, for everyone.

Activate or deactivate any client

Keep your list clean by deactivating customers you no longer serve without losing their history — and bring them back active the day they call again.

Delete a customer's data on request

When a customer asks you to remove their data, Worknizer anonymizes their record for you — a real, built-in way to honor privacy requests and keep your business on the right side of GDPR and LGPD.

Built for your trade

Works together with

Customer management questions, answered

Yes. A single customer can have as many properties as they own, each with its own address, property type, and details — so a landlord with several rentals stays one clean record, not five scattered ones.

On the property itself. Save the gate code, where the key is, and any entry instructions as the access method for each address, so whoever runs the job has everything they need before they arrive.

Yes. Preferences and notes ride along with the customer and their properties, so the person doing the work sees the dog in the yard, the side door, or the 'call first' every single visit.

Yes. Worknizer can anonymize a customer's record when they ask you to remove their data — a real, built-in way to honor privacy requests and stay compliant with GDPR and LGPD.

Deactivate them. Their history stays intact and out of your active list, and you can reactivate them the moment they call again — nothing is lost.

Ready to keep every customer detail in one place?

Start your free trial View all features →