Customer Management
Every customer, every job, every interaction — in one place. Pillar gives you a complete view of each customer relationship so your team always has the context they need.
Full Contact Profiles
Name, email, phone, address
Service History
Every job and appointment linked
Self-Service Portal
Customers view and pay online
Multi-Tenant Isolation
Data separated per company
Complete records, not scattered notes
Contact details, service address, equipment, internal notes, and full history — all structured and searchable.
Contact Details
Name, email, phone, and full service address. Addresses can be geocoded for map views.
Internal Notes
Private notes for your team — site access codes, preferences, past issues. Hidden from portal users.
Geolocation & Mapping
Addresses pinned on the map. Dispatchers plan routes and technicians see exactly where they are headed.
Quick Search & Filters
Find any customer by name, email, phone, or address. Filter by city, state, or service location.
Quick-Create from Anywhere
Add a customer from any screen — while building an estimate, scheduling a job, or logging a call.
Data Privacy Built In
Customer data is isolated per company. Soft delete preserves records for compliance without cluttering views.
Full service history at a glance
Every job, appointment, estimate, and invoice linked to the customer. When someone calls in, your team has the full picture in seconds.
Jobs & Appointments
Status, priority, assigned tech
Estimates & Invoices
Linked quotes and payments
Equipment Records
Installed units and warranties
Service Agreements
Recurring contracts tracked
Equipment tied to the customer, not a spreadsheet
Track installed equipment with manufacturer, model, serial number, installation date, and warranty status. When a technician arrives, they know exactly what they are working with.
Warranty Tracking
Dashboard alerts before warranties expire
Service History per Unit
Full record of work on each piece of equipment
Auto-Create from Jobs
Price book items can generate equipment records on completion
Visible in Portal
Customers see their own equipment for self-service reference
Equipment on File
Wilkins ZW209 PRV
WK2021-ZW209
Rheem Marathon 50-Gal
RH2019-MR50
Moen 7594 Faucet
MN2018-7594
Every conversation, logged and searchable
Phone calls, emails, SMS, and manual notes — all attached to the customer in a unified timeline.
Phone Calls
Log calls with duration, notes, and recordings via Twilio.
Track delivery and status via SendGrid.
SMS Messages
Delivery status, opt-in/out, and compliance tracking.
Manual Notes
Timestamped notes for in-person conversations and site visits.
Give customers their own login
Branded self-service portal where customers view jobs, approve estimates with e-signature, pay invoices via Stripe, and request reschedules. Internal notes stay private.
Connected to your entire operation
Open a customer record and see their jobs, estimates, invoices, agreements, and equipment — all without switching screens.
See customer management in action
Schedule a demo and we will walk through how Pillar organizes your customer data, service history, and communication logs — with your workflows in mind.