Reliable Customer Management

Q: "Can I see all jobs, estimates, and invoices for a customer in one place?"

"Yes. Every customer has a profile that surfaces all jobs, appointments, estimates, invoices, and associated records linked to that customer — without hunting across the app."

Q: "Does Cinderblock track client payment history and outstanding balances?"

"Yes. Customer records include billing history and outstanding balances, so you always know where a client stands before scheduling or invoicing."

Q: "Can I control which team members can see customer information?"

"Yes. Role-based permissions let you restrict access to customer data by role — for example, limiting financial detail to Admin only while giving field crew access to contact and job information."

Q: "Can I add a new customer from my phone contacts in the field?"

"Yes. When adding a customer on mobile, you can populate their details directly from your phone’s contacts rather than typing manually."

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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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.

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

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

Job management

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

Scheduling

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

CRM

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

Tasks

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

Estimates & Invoices

Build estimates fast and convert them into invoices when ready.

Purchase orders

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

Mobile app

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

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.

Yes. Every customer has a profile that surfaces all jobs, appointments, estimates, invoices, and associated records linked to that customer — without hunting across the app.

Yes. Customer records include billing history and outstanding balances, so you always know where a client stands before scheduling or invoicing.

Yes. Role-based permissions let you restrict access to customer data by role — for example, limiting financial detail to Admin only while giving field crew access to contact and job information.

Yes. When adding a customer on mobile, you can populate their details directly from your phone’s contacts rather than typing manually.