EVERYTHING ABOUT YOUR CUSTOMERS AND SITES. ALL IN ONE PLACE
Customer and Site Management
Atom gives you a complete view of your customers, sites and the information connected to them. Keep contact details, site information, assets, documents, jobs and service history organised and accessible to the people who need them.
All your customers.
All their sites.
One complete view.
Book a demo to see Atom in action, then start your free 30-day trial.
MORE THAN JUST CUSTOMER RECORDS
Everything you need to manage the complete customer relationship
Atom’s Customers & Sites module brings together the information your team needs to manage customer relationships and site operations effectively. From customer records and planned maintenance to jobs, documents, quotes and service history, everything is connected and easy to access.
These are just some of the key features available within the module. Atom provides many more tools to help your business manage customers, sites and the work carried out for them.
Customer Profiles
Keep complete customer records in one place, including company details, addresses, billing information and communication history. Link each customer to their sites so your team can quickly see where work has been completed or is scheduled. Give office staff and engineers the information they need to understand each customer and their service requirements.
Site Information
Keep everything your team needs to know about each site in one place. Store access instructions, key contacts, assets, job history, compliance documents and site-specific requirements, giving engineers the information they need to work safely and efficiently.
Planned Maintenance
Create maintenance plans for individual sites and schedule recurring service visits, asset inspections and statutory checks. Keep planned work organised and help ensure service commitments, compliance requirements and maintenance schedules stay on track.
Sales and Quotes
Keep quotes, proposals and approved work connected to the relevant customer and site. Give your team a clear view of the sales journey and make important commercial information easy to find when it’s needed.
Jobs and Invoice History
Keep jobs and invoices linked to the relevant customer and site, creating a complete history of work carried out. Review previous jobs, parts, time and invoicing in one place, making it easier to understand costs, track service history and provide accurate information to customers.
Documents and Records
Keep contracts, service agreements, compliance records, photos and signed worksheets attached to the relevant customer or site. Store everything securely in one accessible location, giving your team a complete view of the information they need to deliver an effective service.
Sales and Quotes
Keep quotes, proposals and approved work connected to the relevant customer and site. Give your team a clear view of the sales journey and make important commercial information easy to find when it’s needed.
Jobs and Invoice History
Keep jobs and invoices linked to the relevant customer and site, creating a complete history of work carried out. Review previous jobs, parts, time and invoicing in one place, making it easier to understand costs, track service history and provide accurate information to customers.
Documents and Records
Keep contracts, service agreements, compliance records, photos and signed worksheets attached to the relevant customer or site. Store everything securely in one accessible location, giving your team a complete view of the information they need to deliver an effective service.