Ergova customer management
Give each customer a place the whole team can see
They get fewer repeat questions. You save the hunt across inboxes and job files. Everybody works from the same relationship.
Customer
Johnson Residence
Burst line · 4 service visits
(512) 555-0148
pat@johnson.example
Estimate pending · SMS Mon
One record. Every team.
CSRs, dispatch, and techs stop pulling different phones and notes. The contact, the last visit, and the open estimate live on one account.
Clients
Accounts · history · open work
| Customer | Visits | Status / signal | Last touch |
|---|---|---|---|
| Johnson Residence | 4 service visits | Estimate pending | SMS Mon |
| Oak Street Office | Maint. account | Invoice overdue | AR call Tue |
| Maria Lopez | Upgrade project | Follow-up needed | Note Wed |
| Westside Property | Recurring | Next job scheduled | Scheduled Fri |
Context that ships jobs
History, open work, signals, and the next touch—without tab-hopping between a CRM row and a work order.
Easy to keep. Easy to feel.
Service history
Past visits, outcomes, and equipment notes stay on the account—not in a tech’s memory.
Open work
Jobs, estimates, and invoices sit next to the contact so follow-up is grounded.
Notes and threads
CSRs, dispatch, and the field read the same conversation before they call.
Billing context
See what is owed before you quote, schedule, or send another reminder.
Serve every customer with the full picture
See how Ergova keeps contacts, history, jobs, and billing on one record so the next conversation starts informed.