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Customers & home record · Free
Every customer’s whole history, in one place.
Contact details, properties, equipment, jobs, invoices, notes and a sales pipeline. And each customer can claim a free home app that keeps the record on their side too.
No credit card · no contract · unlimited users
Real screen from MyHomeService360. Names and numbers are sample data.
Customers & home record highlights
The full story
Open any customer and see open jobs, last service, next visit, plan and balance before you call them back.
Equipment on file
Model, serial and install dates live on the customer record, so the tech knows what’s in the attic before the truck rolls.
A pipeline that’s easy to keep
Leads, deals, tasks and activities, with leads that convert to customers when they say yes.
Your customers get a free home app
Customers can claim a free home account with their service history, equipment and reminders, and message you from it. They decide which pros can see their records, and pricing is never shared.
- Free home account for every customer
- Two-way messages with homeowners
- Homeowner controls who sees their records
Move your data in
Import customers and history from a spreadsheet, add custom fields for your trade and tag customers however your shop works.
- Data import
- Custom fields by trade
- Tags, notes and tasks
- Export any list
Included free
What’s included in Customers & home record
No add-on tiers. Every company gets all of it, with unlimited users.
- Customer search, filters and export
- Residential and commercial customers
- Properties and equipment
- Notes, tags, activities and tasks
- Leads and sales pipeline
- Homeowner messages
- Free home app for your customers
- Data import
Works together
One login runs the rest of the shop, too
Marketing & reviews
Email campaigns, review requests and referrals from the network.
Learn more →Scheduling & dispatch
Day, week, month and list board with AI assign, repeat jobs and on-my-way texts.
Learn more →Service plans & memberships
Maintenance agreements with visits, renewals, reminders and checklists.
Learn more →Reporting & KPIs
Revenue, close rate, money owed, tech scoreboards and job profit.
Learn more →Customers & home record questions
Can I import my customers from another program?
Yes. Use the import tool to bring in customers from a spreadsheet export.
What does the customer see?
If they claim their free home account, they see their own service history, equipment and reminders, and can message you. Your pricing and internal notes stay private.
Run the whole shop free, starting today.
Set up your company in a few minutes. No credit card, no contract, no per-user fees. Bring your crew and your customers.
$0 a month · unlimited users · card payments cost Stripe’s fee plus our 1%