Customers & Jobs

In field service, every customer has work that needs doing. But you need to keep track of both the person and the job at the same time. Check-in ARTISAN gives you a rich, interconnected database that links every customer to their jobs, every job to its intervention history, and every visit to the details that matter.

Complete customer profiles

Each customer profile stores everything you need: name, phone number, email address, physical address, and any notes you want to add. You can see at a glance how many jobs they have, when their last visit was, their total spending, and whether they have any outstanding invoices. It is your client book, digitized and searchable.

Detailed job records

This is where Check-in ARTISAN really shines. Every job gets its own profile with the job name, location, type of work, and a description. But the real value is in the details only a field service professional would think to track: preferred contractor notes, site access instructions, recurring issues, special requirements like permit numbers or safety considerations, and relevant contacts on site.

Job history and intervention records at your fingertips

Every time you perform work on a job, the visit is recorded in its history. You can see what work was performed, what materials were used, any notes from the technician, and photos from the site. When the customer calls back asking for the same service as last time, you will know exactly what was done and what it cost.

Smart search and filters

Finding a customer or job takes seconds. Search by name, phone number, job type, or any other field. Filter your database by last visit date to identify clients who have not had service in a while, perfect for sending a friendly reminder or a follow-up offer.

Multiple jobs per customer

Many of your customers have more than one job record. A property management company may have dozens of sites. Check-in ARTISAN handles this naturally: one customer profile can be linked to as many jobs as needed. Book site visits for multiple jobs in the same day, and the invoicing will handle everything correctly.

Import and export

Already have customer data in a spreadsheet or another system? Check-in ARTISAN can import your existing records so you do not have to start from scratch. And if you ever need to export your data, it is always available in standard formats. Your data belongs to you, always.

Privacy built in

Customer data is sensitive, and Check-in ARTISAN treats it that way. All data is stored securely in EU data centers, encrypted in transit and at rest, and accessible only by authorized users in your business. We are fully GDPR compliant, so you and your customers can have peace of mind.