How Contractors Should Manage Their Customers

A contractor's customer list is one of their most valuable business assets. Past customers are the most likely source of repeat business and referrals. Managing that list well — keeping contact information current, tracking job history, and staying in touch appropriately — compounds in value over time.

Most contractors manage their customer list in their phone contacts, a spreadsheet, or their memory. That approach works until a customer calls back two years later and you cannot find their information, or until you want to send a seasonal promotion and have no organized list to work from.

BidForeman stores every customer with their full contact information, job history, proposals, and invoices. The customer record becomes a complete relationship file that serves the business for years.

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BidForeman handles the estimates, proposals, follow-up, invoicing, and scheduling so you can focus on the work.