Customer Management
Keep all customer details, service history, locations, and communication in one place. Office and field teams stay aligned with complete customer records.
Complete Customer Records
Ormi's customer management system centralizes all customer information—contact details, service history, locations, notes, and communication—so office and field teams have the context they need to provide excellent service.
What's included
Everything you need to manage customer relationships effectively.
- Customer profiles – Complete contact information and service preferences
- Service history – All past jobs, invoices, and notes in one timeline
- Multiple locations – Manage customers with multiple service addresses
- Customer notes – Important details, preferences, and special instructions
- Communication log – Track calls, emails, and messages
- Customer tags – Organize customers by type, service area, or priority
Use cases
Perfect for businesses that serve repeat customers and need to maintain service history.
- HVAC companies – Track maintenance schedules and equipment history
- Plumbing services – Remember previous issues and solutions
- Electrical contractors – Maintain records of installations and upgrades
- Remodeling companies – Track project history and warranties
- Service businesses – Build long-term customer relationships
Field and office alignment
Both office staff and field technicians can access customer information when they need it.
- Mobile access – Technicians view customer details on their phone
- Real-time updates – Changes sync instantly across all devices
- Search and filter – Quickly find customers by name, location, or tag
- Customer portal – Customers can view their service history online
- Export options – Export customer data for backup or migration
Every customer relationship tracked in one searchable list.
Names, contacts, job counts, active status — all searchable, filterable, and one click away from the full history.
Customers · New customer
Add a customer in seconds
Name, phone, email, and address in one form. Service locations and properties attach automatically.
Screen
Every customer relationship tracked
Names, contacts, job counts, and status — searchable and filterable so the office always knows where each account stands.
Stop paying per seat. See what you'd save.
$1 per completed job, capped at $400/month. Forever. Your first 20 jobs are free.