Your best customers deserve to be remembered. SkipLogic keeps every account detail, job history, and note in one place — so whoever picks up the phone knows exactly who they're talking to and what's going on.
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See it in action

All account customers at a glance — credit limits, outstanding balances, and overdue warnings visible immediately.

Everything about a customer in one place — active skips, payment history, credit limit, contact details, and notes.

Job stats, invoice history, and outstanding payment summaries — ready to print or share in a click.
What it does
Every customer, every contact, every pricing agreement — stored and searchable. No more Post-it notes or shared spreadsheets.
See every skip a customer has ever hired, when, for how long, and what they paid. Answer any query in seconds.
Record special instructions, complaints, preferences, or anything else. The whole team sees it — no one's caught off guard.
Set credit limits, track outstanding balances, and spot accounts heading into trouble before the debt gets out of hand.
The results
Also in SkipLogic

Complete customer management built right in. Start free for 14 days.
7 days free · No credit card · Cancel anytime