Reliable Customer Management

Add new clients, store contact info, notes, and customer history in one place, so your team always knows who’s who and how to build better relationships. Whether you’re working with homeowners, property managers, or GCs, Cinderblock helps you stay organized and provide better service.

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Customer profile view in Cinderblock showing contact details, sales history, notes, and job activity overview.

Quickly build your customer list

Add customers as individuals or companies, and choose which name appears as the main one. Mark any customer as a sub-customer and assign it to a parent from your list. Whether you’re adding one or importing many, setup is quick with manual entry or CSV upload. On the Cinderblock mobile app, you can add customers directly from your phone contacts.
Form for creating a new customer in Cinderblock with fields for name, company, and customer type options.

See every detail in one view

Each customer profile shows contact info, job history, upcoming appointments, open estimates, and past invoices. You’ll also see totals for unpaid balance, last payment, and overall sales, all in one place.
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Cinderblock UI displaying customer account summary with financial and activity metrics.

Organize and filter your list

Sort and filter customers by job status, tags, dates, or balance due. Customize which columns appear in your table and search by name, address, or phone number.
Customer list in Cinderblock with a column manager overlay showing toggles for address, phone, email, and other fields.

Use notes and tags to add context

Flag VIPs, jot down preferences, or leave reminders for your team. Customer notes and tags help everyone stay on the same page and treat each client with the level of attention they deserve.
Customer profile in Cinderblock with detailed notes and tags showing preferences and special requirements.
We don’t forget the little things anymore.

If someone calls, I can look them up, see the job, the materials we used, and anything else we noted. It’s all just there when I need it.

Liam, Site Supervisor

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Build better customer relationships with Cinderblock

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14-day free trial. No credit card required.

Manage every part of the job, all in one place

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Job management

Keep track of every project with a full view of progress.

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Scheduling

Schedule work without mix-ups, overlaps, or wasted trips.

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CRM

Keep every customer’s info, notes, and history organized.

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Tasks

Turn jobs into clear action items and assign them to the team.

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Estimates & Invoices

Build estimates fast and convert them into invoices when ready.

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Purchase orders

Stay on top of materials and link every PO to the right job.

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Mobile app

Manage your jobs on the go and stay on top of all changes.

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Team communication

Keep your crew updated with mentions, notes, and job changes.

FAQs

If you have any questions about Cinderblock or its features, feel free to reach out.

Running a contracting business means juggling jobs, appointments, estimates, payments, and on top of that, keeping your team and customers in sync the whole way through. Cinderblock is built to bring all of that together.

You get one place to manage customer profiles, create estimates, send invoices, schedule work, track jobs, and keep records tied to each client. It’s not just about staying organized but also working faster and building stronger customer relationships.

Yes. Each customer profile shows the unpaid balance, the most recent payment amount, and total sales made to that customer. You can also sort your customer list by any of these values, making it easier to stay on top of your cash flow and customer billing.
Yes. Cinderblock gives you detailed permission settings for customer access. You can define what each user role can do, whether that’s full control, view-only, or access only when a customer is assigned to them. It helps you keep sensitive data secure while making sure the right people have the info they need to do their job.
Yes, and it’s super simple. On the Cinderblock mobile app, you can add a new customer directly from your phone’s contact list, and their details, like name, email, phone number, and address, are auto-filled in the app.