One place for the person
Name, phone, address, and the thread of work live together. Not a pile of texts.
Day one
People, history, and notes in one record — so the next person does not start from zero.
Name, phone, address, and the thread of work live together. Not a pile of texts.
Jobs, estimates, and invoices sit on the same customer so the shop can see what already happened.
A short note stays with the record. The crew does not have to call the office to learn the house.
Day one is a working CRM, not a dossier. More tools appear when the shop needs them.