Your customer conversations belong to your company, not to a phone

Your best estimator gives two weeks' notice. He has three years of customer texts on his phone: warranty promises, color choices, a dozen leads waiting on quotes. You ask him for screenshots. You get some.

In March a customer calls about a leak. "Marco told me that was covered." You have no record of what Marco said. Marco still has her number, and she still texts him.

What it costs

Your customer history is the company's memory. What was promised, what was approved, which photos show the work. When it lives on personal phones, it isn't yours:

• It leaves when the person leaves.
• It's gone when a phone breaks, gets replaced or gets cleared to free up space.
• It's mixed with family texts, so nobody wants to hand it over.
• Customers keep contacting the old employee, not the company.

Begging for screenshots and exports is not a system. It's also awkward for your crew, whose personal numbers end up on every customer's phone.

How JobChalk solves it

Customers talk to your business, not to a person's phone. Texts, email, WhatsApp, Messenger, Instagram and website chat all come into one shared Inbox. Nobody on your team needs to text a customer from their own number.

Everything is saved in the cloud under your business: messages, photos, videos, voice notes, files, estimates and reports. The owner can see every customer conversation.

When someone leaves, you take them off the team. Their access ends that day. The conversations, photos and notes stay with the business, right where they were. Even if they delete their JobChalk account, their messages and photos stay with you.

Each customer has one profile: the conversation, every job, team notes, the people on the account, their phones and emails. The next person to pick up the phone has the full history, not a guess.

It's your data, so you can take all of it with you any time. The owner can download a full export:

• Every message, as a readable transcript.
• Every photo and video, plus the untouched original of any photo that was marked up or stamped.
• Report and estimate PDFs.
• Timesheets, your price book and your templates.

Deleted a photo by mistake? It sits in the Bin for 30 days before it's gone for good.

See the Inbox or join the list.