Customer Management

Every customer. Every job. Every penny owed.

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.

No credit card · No contracts · Cancel anytime

See it in action

Your whole customer base, organised

Account Customers Page

Account Customers Overview

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

Customer Profile

Customer Profile

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

Customer Reports

Customer Reports

Job stats, invoice history, and outstanding payment summaries — ready to print or share in a click.

What it does

How it works

Complete Customer Database

Every customer, every contact, every pricing agreement — stored and searchable. No more Post-it notes or shared spreadsheets.

Full Job History

See every skip a customer has ever hired, when, for how long, and what they paid. Answer any query in seconds.

Notes & Communication Logs

Record special instructions, complaints, preferences, or anything else. The whole team sees it — no one's caught off guard.

Account & Credit Management

Set credit limits, track outstanding balances, and spot accounts heading into trouble before the debt gets out of hand.

The results

What you'll get

Every customer detail in one place, not scattered around
Answer customer queries without searching through emails
Spot your best customers — and your riskiest ones
Reduce bad debt with proactive credit monitoring
Deliver better service because you know their history
Personalised pricing and terms stored against each account
SkipLogic

Know your customers better than your competitors do.

Complete customer management built right in. Start free for 14 days.

7 days free · No credit card · Cancel anytime