Customer Directory (CRM)
Know every customer. Win every job.
Keep detailed profiles, service history, and communication logs for every customer. Your team has the context they need before they even knock on the door.
Customer Profiles
Complete profiles for every customer
Store contact details, preferences, service notes, and property information in one place. Your team instantly sees who they're working with and what matters most to each customer.
Service History
Every job, every visit, at your fingertips
See a full timeline of past services, invoices, and notes for each customer. No more asking 'when were we last here?' — the answer is always one click away.
Multiple Addresses
Manage customers with multiple properties
Some customers have more than one location. Add multiple service addresses to a single customer profile and schedule jobs to any of them without duplicating records.
Customer Portal
Let customers help themselves
Give customers a branded portal where they can request services, view upcoming appointments, check invoice history, and approve quotes — reducing calls to your office.
What our customers say
“So easy to use. We onboarded our entire team in one afternoon and never looked back.”
Emily C.
Team Lead
PristinePro Services
“The customer directory keeps every property's access codes, preferences, and history in one place. Our clients are always impressed.”
Tom B.
Owner
GreenSweep Cleaning
“Managing 3 crews used to take half my day. Now I do it in 15 minutes with Homitask.”
Jason K.
Owner
GreenScape Pro
“Route planning on the map saves us fuel and fits more properties into every crew's day. Huge difference.”
Laura T.
Owner
TurfMasters
“The mobile clock in/out works even in areas with no signal. My crews clock in on-site and it syncs later. No more guesswork.”
Daniel M.
Crew Leader
Evergreen Landscapes
More tools to grow your business
Job Scheduling
Drag and drop to schedule jobs, assign your crew, and track everything in real-time.
Learn moreReady to simplify your scheduling?
Stop wasting hours on paperwork. Start scheduling smarter and get back to growing your business.
Frequently asked questions
Can I import my existing customer list?
Yes. You can import customers from a CSV file, spreadsheet, or directly from other tools like QuickBooks, ServiceTitan, or Jobber. Our import wizard maps your fields automatically.
How does the customer portal work?
Each customer gets a secure login to a branded portal where they can request services, view their appointment history, check invoices, approve quotes, and make payments — all without calling your office.
Can I add custom fields to customer profiles?
Yes. You can create custom fields for any information that matters to your business — gate codes, pet names, preferred service times, equipment details, and more.
Is my customer data secure?
Absolutely. All customer data is encrypted in transit and at rest. We use industry-standard security practices and regular audits to keep your data safe. You control who on your team can see what.
Can I track communication across my whole team?
Yes. Calls, emails, texts, and internal notes are all logged to the customer profile. Every team member can see the full history, so customers never have to repeat themselves.
Is there a free trial?
Yes. Homitask offers a 14-day free trial with full access to all features, including the customer directory and CRM. No credit card required.