One record per customer, every line
Customer CRM
A customer is a single account that can carry many services at once — pet waste, lawn care, pest control — all under one contact. The CRM keeps the source of truth for every customer and propagates contact and address changes to each of their service lines automatically.
What it does
Multi-line accounts
One customer can own many services across different trades. Add a new line to an existing customer in a click — their contact details are prefilled.
Custom fields & intake forms
Capture exactly what your trade needs with org-wide custom fields and dropdowns, plus shareable intake forms that turn submissions into leads.
Customer statements
A running ledger of every invoice, payment, refund and credit — export to CSV or print a clean statement in one click.
Find anything instantly
A ⌘K search jumps straight to any customer, visit, invoice, lead or teammate from anywhere in the app.
What's included
Explore more building blocks
Product Roadmap & Feedback
See what’s next. Help shape it.
Quoting & online booking
From first call to booked customer
Scheduling
Recurring work, generated for you
Routes & dispatch
An in-house optimizer + live board
Field app
The crew's mobile command center
Conversations inbox
Every customer message, one inbox
Customer CRM comes standard.
It's included with every RouteStacker account — no add-on tier. Flat 5% on transactions, every feature unlocked.
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