Customer Management
Most CRMs treat customers as a flat list. PowerOps knows the truth: one customer has multiple sites, each site has multiple generators, each generator has years of service history. We model the whole hierarchy — and every tech, dispatcher, and sales rep sees the same picture.
Company → Contacts → Sites → Equipment. Every service visit links back up the chain so you can see profitability by customer or by site.
Healthcare, industrial, data center, municipal, commercial, utility. Filter and segment for targeted outreach or priority dispatch.
Bring your customer list from spreadsheets, QuickBooks, BuildOps, or ServiceTitan. Column mapping, validation, and preview before import.
Every call, email, quote, and WO recorded on the contact. No more "who talked to them last?" — the answer is always one click away.
Mark VIPs, annual contract holders, bad payers, or any segment you need. Filter the list, export, target.
Multiple contacts per customer with distinct roles. Your dispatcher sees who to call at 2am; your AR clerk sees who pays the bills.
Built from the ground up for generator service operators.
3 sites, 12 generators across critical/non-critical, monthly PMs on all, 24/7 emergency contact. All visible on one screen with drill-downs.
Multi-site enterprise with SLAs. Track which sites are under contract, when SLAs were signed, and surface breach risks.
Public works, water treatment, city hall — one customer, many sites, predictable PM schedules, government billing terms.
Yes. Export your customers as CSV from either platform, then use our import wizard. We handle column mapping, validation, and duplicate detection.
Yes, on the Pro and Enterprise tiers. Customer records sync both directions so QBO stays your source of truth for billing.
Yes, assign a sales rep to each customer. Reps see their accounts by default and can be filtered out of other data.
Unlimited on every plan. No per-record pricing.
Start your free 14-day trial — no credit card required. Full Enterprise features included.