Every Customer. Every Property. Every Job. One Place.
Zotley keeps your customer records, service addresses, communication history, and job timeline organized — find anything in 10 seconds.
The problem
Your customer list is split across a spreadsheet, your old software's export, a notes app, and your head. Switching software means starting from scratch.
How Zotley solves it
Zotley stores every customer with contact info, SMS/email preferences, linked service addresses (with GPS coordinates), and a full activity timeline showing every quote, invoice, job, and message across their history. Import your existing data from Jobber or a CSV in minutes — not days.
What’s included
Customer profiles with communication preferences
Name, email, phone, notes. Individual email opt-out and SMS opt-in toggles with timestamps. Communication preferences respected across automated messages.
Properties with GPS geocoding
Customers can have multiple service addresses. Each property stores the full address plus GPS coordinates — auto-geocoded via Google so the route map always has accurate locations.
Full activity timeline — 67 event types
Every quote sent, invoice paid, job scheduled or completed, SMS sent, email logged — all visible in chronological order on the customer's record.
CSV import from Jobber and generic formats
Upload your existing customer export. Zotley auto-detects Jobber format or generic CSV, de-duplicates by name/email/phone, and creates both customer records and service addresses in one pass.
Search and filter
Find any customer by name or email instantly. Filter by service type, zip code, subscription status, or active/inactive to build targeted lists for campaigns.
Linked to everything
Every quote, job, invoice, subscription, and automated message links to a customer record. Click a customer to see the complete history — no hunting across screens.
Run it by voice
Your entire customer database, searchable by voice
“Find the Henderson account and add a note that they prefer morning appointments”
Zotley searches your customer list, finds the Henderson record, and appends a timestamped note — no browser tab required.
Frequently asked questions
Ready to run your business smarter?
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