Core requirements
One property history
Open one record and verify contacts, locations, equipment, warranties, jobs, estimates, invoices, calls and memberships are connected without duplicate customers.
Lead attribution and calls
Trace a booked job to its source and call. Confirm how missed calls, recordings, consent, call outcomes and booking rates are handled.
Membership and replacement signals
Find expiring agreements, aging equipment, open recommendations and unsold estimates. Ask whether follow-up is automated, task-based or manual.
Data ownership
Export customers, contacts, properties, equipment, notes, files, calls, estimates, invoices and memberships. A CSV of customer names alone is not a complete exit path.
Demo checklist
- Customer, property and equipment hierarchy
- Call and lead attribution
- Membership lifecycle
- Open estimate follow-up
- Equipment age and replacement signals
- Communication consent and history
- Complete documented export
Make the demo measurable. Give every vendor the same sample customer, schedule and job. Record steps, missing data, required add-ons and whether the workflow works on the mobile app.
