Client Directory
Search Your Company’s Own Client Names, Contacts And Addresses.
All Apps / Company CRM & Clients
Run Your Whole Business
Keep Every Client Within Reach.
Save Company Contacts, Addresses And Confirmed Job Locations.
Prepare the next customer conversation.
Use the customer and job details you supply to draft follow-ups, scope questions and service updates. Review the wording before sharing it.
- Customer follow-ups
- Site questions
- Service updates
HR and tax tools are included from TeckNation Project Planner Essentials. TeckNation AI requires TeckNation Project Planner Enterprise, a configured AI service and review. Company permissions apply.
Run Your Whole Business With TeckNation Project Planner — From Opportunities And Estimates To Projects, Dispatch, Invoices, Employees And Reports.
One part of your whole business.
Dispatch Integration
Choose A Saved Client Or Enter A Service Address When Creating A Ticket.
Company Permissions
Owners And Dispatchers Edit Clients; Active Staff Can View Them.
Ready To Open Company CRM & Clients?
Your Company Permissions Control Access. External Connections Must Be Configured Before Their Live Features Can Run.