Customer records
Remember every customer like it was yesterday.
Tradies Line is a CRM for tradies that fills itself in. Every call, job and invoice lands on the customer's record, so you know their last job before you pick up.
No card, no time limit.
Customer records, in short
Tradies Line has a built-in CRM for trade businesses in Australia and New Zealand. A customer's record builds itself from the calls your AI answers, the messages in your inbox, and every job, quote and invoice you do for them. Commercial clients get a company record with their people linked, and one search box finds anything.
| Fills in from | Calls, messages, jobs, quotes and invoices |
|---|---|
| Commercial clients | A company record with ABN or NZBN and its people |
| Search | Name, phone, email, quote or invoice number |
| Bring your list | A spreadsheet, up to 1,000 rows at a time |
| Take it with you | Export the customers you pick to CSV |
| Addresses | Looked up as you type |
Who was that again?
-
The callback you can't place
They say you did their hot water last year, and you're scrolling old texts to find out what you charged.
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Five places to look
Notes in your phone, quotes in email, invoices in another app, photos in the camera roll.
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The list on the old laptop
Years of customers in a spreadsheet nobody has opened since whoever made it moved on.
One record per customer, filled in for you
Open a customer and everything is there: their jobs, quotes, invoices and every call and message, in the order it happened. When they ring back, you know the last job before you say hello.
- Recordings and transcripts of their calls, on the record
- Commercial clients keep their people together under one company
- Search across customers, companies, jobs, quotes, invoices and your price list
Bring your old list with you
Upload the spreadsheet you already have. It works out which column is the name, the phone and the address, you check the match, and your customers are in.
- Up to 1,000 rows at a time
- Nothing is imported until you've checked it
Questions about customer records
Can I bring my existing customer list?
Yes. Upload a spreadsheet, up to 1,000 rows at a time, and it works out which column is which. You check the match and import.
Can I keep commercial clients separate?
Yes. A commercial client gets a company record with its ABN or NZBN and its people linked to it, and every job, quote and invoice stays on that record.
Can I search everything?
Yes. Search by name, phone, email, or quote or invoice number, across customers, companies, jobs, quotes, invoices and your price list.
Where are my calls and messages stored, and who can see them?
Calls, transcripts and messages are saved against the customer and the job. Only people in your business can see them in your dashboard, plus our team when they need to help you. Our database is in Sydney, and we don't sell your data. The Privacy Policy has the detail.
Can I reply to customers myself?
Yes. Jump into any conversation and reply from the inbox, or switch AI replies off for that conversation. Calls, messages and emails from the same customer sit together, so you see the whole story before you answer.
The rest of the office
Your AI staff
Ready to hand the office over?
Jobs, quotes, invoices and every customer message in one place, with Wombo doing the admin while you're on the tools.
Start freeNo card, no time limit.