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CRM · CORE

CRM for trades — every customer, every visit.

One record, every visit, forever. Searchable, tagged, exportable. Imports from Jobber, Housecall Pro, and CSV in a click.

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01 · Customer & job CRM

One record. Every thread.

Every customer in lınq is one record — and every quote, job, invoice, call, text, photo, and signature lives on it. Search a phone number and you see the last eight years in one timeline.

01

One timeline per customer — calls, texts, jobs, invoices, photos

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Every interaction tagged: AI receptionist, office, tech, customer

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Service history with photos and signatures

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Equipment records — model, serial, warranty, last service

05

Multi-address customers (property managers, landlords)

06

Custom fields per trade preset

02 · Customer & job CRM

Import in a click. Export any time.

Coming off Jobber, Housecall Pro, ServiceTitan, or a spreadsheet? lınq imports the customer list, the job history, and the open invoices in a single import. And every record exports to CSV any time you want.

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Direct importers for Jobber + Housecall Pro

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CSV import with automatic field mapping

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ServiceTitan migration playbook + paid setup help

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38,000+ customer records migrated to lınq this year

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Lossless export — CSV any time, every record, every field

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No "we own your data" lock-in clause

03 · Customer & job CRM

Searchable, tagged, sliceable.

Find every commercial customer in the West End that hasn't booked in two years and has a propane water heater past warranty. That kind of search. Saved views, bulk-tag, bulk-text, exported in seconds.

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Full-text search across every field — phone, address, notes, invoice line items

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Saved views — VIPs, lapsed, commercial, by service area

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Bulk tag, bulk text, bulk re-engage

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Lapsed-customer reports tied to the automation loop

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Per-record audit trail — every edit, every user, every timestamp

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Data hygiene tools — merge duplicates, normalize addresses

More of the loop

Related features.

Every module is built to hand off to the next one. Here's what most customer & job crm shops pair it with.

01

Scheduling & dispatch

See the day. Drag a job. Done. One board for the calendar, the map, and the truck — with live ETAs the customer can refresh.

Scheduling & dispatch
02

Invoicing & payments

Tap-to-pay on every phone. Card swipes from the truck. Receipts auto-sent. 2.00% year-one rate lock — no aggregator middlemen.

Invoicing & payments
03

Reports & analytics

Revenue per tech. Quote-to-cash. Where leads come from. No SQL. No consultant. Plain-English answers to the questions you actually ask.

Reports & analytics
Customer & job CRM · FAQ

Common questions.

Yes — direct importers for both. Customer list, job history, open invoices, and tags come across in one import. Most shops are dispatching from lınq the same morning.
A migration playbook plus paid setup help — lınq's team does the data migration, you keep your phone number, and you're live in days, not the 90-day enterprise onboarding.
Any time. Your data exports to CSV with one click — every customer, every job, every invoice, every field. No retention clause.
Yes. One customer, many properties, with a roll-up view of open balances and history across all addresses.
Yes — every edit, every user, every timestamp. Useful for franchise audits, insurance, and the bookkeeper.
CRM · CORE

Close every loop.

One record, every visit, forever. Searchable, tagged, exportable. Imports from Jobber, Housecall Pro, and CSV in a click.

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