Pillar

The whole customer history on file

Open a customer and see every job you have done, what they paid, and what you noted last time. No digging through a filing cabinet.

Start free

Every feature is switched on from the first day. No credit card, no contract.

app.pillarfsm.com
Full history
Every job, estimate, and invoice
Addresses
Several service addresses per customer
Private notes
Internal notes the customer cannot see

The answer before you pick up the phone

Search by name, address, or phone number and the record is open before they finish the first sentence.

  • One search bar across customers, jobs, and invoices
  • Outstanding invoices and what they owe, up top
  • Calls and emails logged on a timeline
  • No limit on how many customers you keep
One customer, everything on file.

One customer, six addresses

A landlord with six rentals is one customer, not six. Each address keeps its own job history.

  • Several service addresses under one customer
  • Job history per address, not just per name
  • The right address on the job, the invoice, and the technician’s phone

The equipment you installed

Track the units you put in, their serial numbers, and when each warranty runs out. The next technician out there knows what is already on the wall.

  • Equipment recorded against the address
  • Install dates and warranty expiry on file
  • Service history per unit, not just per customer
app.pillarfsm.com
Three units, three warranties, one address.

How it goes

The Tuesday call you already know the answer to

8:52 am

The phone rings

Type three letters of the name and the record opens. You can see they are a customer of nine years.

8:52 am

The unit

The furnace you installed in 2021 is on the record with its serial number and its warranty date.

8:53 am

The note

An internal note from the last visit says the crawlspace hatch is behind the dryer. They never see it.

8:55 am

Booked

You book the visit against the right address without asking them a single question they have answered before.

Switched on, like everything else

Customer records are free and there is no limit on how many you keep, so a list built over twenty years costs the same as an empty one. A customer signing in to their own portal is never a paid seat either; seats are only for the people who work for you.

$0

The first person

Forever, with every feature switched on. No card at signup.

$39/mo

Each person after

Month to month. Customers and subcontractors sign in free and never count.

Questions about customer records

Is there a limit on how many customers I can keep?

No. Customers are unlimited on every account, and a customer signing in to their own portal is never charged as a seat.

Can I keep notes my customer never sees?

Yes. Internal notes live on the customer and on the job, and they never appear in the customer portal or on any document you send.

Can one customer have two addresses?

Yes. A landlord with six rentals is one customer with six service addresses, each with its own job history.

Does Pillar track the equipment I installed?

Yes. Units, serial numbers, install dates, and warranty expiry sit on the customer record, with service history per unit.

Can I get my customer list back out?

Yes. Export your data to a spreadsheet at any time, from any account. Your list is yours and it is never the hostage.

More pricing questions? Read the pricing FAQ →

Free for one. $39 for the next.

Every feature is switched on from the first day, this one among them.

Start free

No card. No contract. No sales call.