How is this different from a real CRM like HubSpot?

Sales CRMs are built to nurture leads through a pipeline. This is built to remember what you did for a customer, what they paid, and what's still owed — the questions contractors actually ask.

Can I tag customers as commercial vs residential?

Yes. Tags let you segment for tax handling, reporting, or targeted follow-up (like end-of-year review-request campaigns).

Can I export my customer list?

CSV export any time, filtered or full. Nothing's locked in.

Does it dedupe customers automatically?

The importer flags likely duplicates by phone/email match. You review and merge — no silent auto-merges that lose data.

Can crew members see customers?

Team roles control access. Crew can be limited to just their assigned jobs, or given full customer visibility.

CRM for contractors — without the sales-team bloat

Most CRMs are built for sales teams — pipelines, forecasting, lead scoring. Contractors don't need any of that. What contractors need is: 'What did I do for this customer three years ago, what did I charge, and did the check clear?' Glo Invoice's customer profile answers all three in one screen.

Every job, estimate, invoice, and photo attached to that customer is on their profile — filtered, searchable, and exportable. When they call back for another job, autofill remembers their address, their tax setting, and the discount rate you gave them last time.

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How Glo Invoice does it

The customer profile is the history

Open a customer and see everything: total lifetime revenue, unpaid balance, every job with status, every invoice with paid/unpaid, every attached photo and signed estimate. No separate 'projects' tab to hunt through.

Lifetime value, current balance, and average job size at the top
Timeline view: jobs, invoices, and payments in chronological order
Notes field for gate codes, dog warnings, and preferences

Contextual autofill on repeat customers

The second job for a customer is faster than the first. Their address, phone, tax exemption, custom discount, and last-used line items all autofill. Trades don't have time to retype what the app already knows.

Address + phone autofill from customer record
Per-customer discount saved and reapplied
Last five line items shown as one-tap suggestions

Import your existing customer list

Bring your current book from a spreadsheet, contacts export, or another invoicing app. The smart CSV importer maps fragmented columns (street + city + state + zip → address) and forces types where needed.

How it works

Step 1
Import or add customers
CSV import, contact-picker, or manual add — under a minute either way.
Step 2
Log every job
Every estimate and invoice attaches to a customer, building the history automatically.
Step 3
Repeat business is instant
New job for a returning customer autofills address, tax, and preferences.
Step 4
Search and export
Filter customers by revenue, city, balance, or tag. Export to CSV or PDF for anything downstream.

Which contractors use it

General contractors, remodelers, HVAC, electricians, plumbers, roofers, landscapers, painters — anyone who does repeat work for the same customers.

General contractors HVAC contractors Electricians Handymen

Frequently asked

Related in Glo Invoice

Customer CRM (all industries)Job management Recurring invoices Invoice app for general contractors Review request automation Templates hub

One profile per customer, one place for history

14-day free trial covers unlimited customers, jobs, and invoices.

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