Client Management - SkipOffice

Client Management

Manage all customer relationships in one place. From handling bookings and multiple sites to job history, our system helps you stay organised and deliver better service every time.

30–Day Free Trial

Simplified Customer Handling

Create and manage residential and commercial clients.

Track contact details, addresses, and multiple sites.
Add notes, preferences, and invoicing settings.
Monitor client credit limits and payment history.

Business-Specific Management

Manage customer accounts with multiple sites, contacts, and credit terms.

Track job history, site activity, and outstanding balances in one place.
Support both one-off clients and repeat contract customers with tailored workflows.

Flexibility Across Modules

Connect client records with Jobs, Invoices, Transport, and Skip Tracking automatically.

Maintain a single database to eliminate duplication and errors.
Support multiple pricing models, service categories, and payment options.

Efficiency & Clarity

Store and retrieve customer details instantly, without searching paperwork.

Generate clear reports on client activity, spending, and profitability.
Ensure smooth communication between office, drivers, and customers.