TrackLobo keeps a profile for every client — their contact details, job history, and anything you want your team to know before showing up.
Tagging clients
Add tags to a client’s profile for whatever matters to how you run your business — “prefers texts,” “net-30,” “referred by…”, or anything else. Tags are visible to your whole team, so anyone picking up the job sees the same context.
Repeat-customer badge
A client who’s booked with you before shows a repeat-customer badge on their profile, so you can see at a glance who’s a returning client without digging through invoice history.
Equipment and job history
Each client’s profile also keeps a record of equipment installed at their property and past jobs, so you have the full picture before scheduling the next visit.