What's included
Customer Profiles
Name, email, phone, company — everything in one place.
Multiple Properties
Landlords and property managers? Link multiple addresses to one customer.
Access & Key Codes
Store access instructions, parking notes, and key safe codes securely.
Job History
See every quote, job, and invoice for a customer — complete audit trail.
Tags & Search
Tag customers and search your database instantly.
CSV Import
Bring your existing customer list from spreadsheets in seconds.
Properties, not just addresses
A customer can have several properties, each with its own access notes, key safe arrangements, emergency contacts and certificate history. For anyone working with landlords or agents, the property is the thing that matters, not the billing name.
The awkward details, written down
Where the stopcock is, which neighbour holds the key, that the dog is fine but the gate is not. The things that live in one engineer's head until the day they are on holiday.
Customer & Property CRM — your questions
Can I import my existing customers?
Yes. CSV import lets you bring your existing customer list into ServicePay in seconds.
Can I store multiple properties per customer?
Yes. Add as many property addresses as needed — each with their own access notes and key codes.
Is customer data secure?
Yes. All data is encrypted and isolated per business. GDPR-compliant.
Can I see job history for a customer?
Yes. Every customer profile shows their complete history of quotes, jobs, and invoices.