General Service Client Tracker, Service CRM
About this template
Optimize Your Service Business with Our Comprehensive Notion Template!
Are you a service provider looking to streamline your business operations? Look no further! Introducing our all-in-one Notion template designed specifically for service businesses like yours. Whether you're a repair technician, a maintenance professional, or a consultant, this template is crafted to help you manage clients, track services, and schedule appointments with ease.
Features:
Client Management: Keep all your client information in one place. Our intuitive client table lets you store names, addresses, phone numbers, and even map links for easy navigation.
Service Log: Track every service provided with detailed logs. Each service entry includes a unique Service ID, client information, service date, next service date, service type, status, and assigned personnel.
Appointment Scheduling: Never miss a follow-up or next service date again. Our integrated scheduling system ensures you stay on top of upcoming appointments, with reminders and easy-to-view calendar integration.
Relation Linking: Seamlessly link services to clients. View all services provided to a particular client at a glance, ensuring you have all the necessary information to offer personalized and efficient service.
Gallery View for Upcoming Services: Visualize your upcoming services in a gallery format, making it easier to manage your schedule and prioritize tasks.
