A complete service history

Know every customer, site, and service history.

Keep contacts, properties, equipment, stations, files, jobs, visits, and financial records connected without treating every address as a separate customer.

Why it matters

Give every record a useful home.

The relationship between a customer, their locations, and the things you service is the foundation for reliable scheduling, field work, reporting, and billing.

ClientHarbour Foods Group3 active sites
SiteHarbour Market12 stations · 8 visits
HistoryQuarterly serviceCompleted September 5
01

One client, many sites

Keep billing contacts and service locations connected while preserving the history of each property.

02

Assets and stations

Track the equipment, systems, devices, or NFC-linked stations your team services at each site.

03

A complete timeline

Review requests, jobs, visits, notes, files, quotes, invoices, and customer activity together.

04

Useful search and filters

Find records by customer, location, service detail, status, or operational context.

How it works

A clear path from start to finish.

1. Create the client

Add the customer and the contacts your office needs.

2. Add service sites

Record each property, access detail, and service context.

3. Attach what you service

Add assets, systems, stations, and relevant history.

4. Keep the timeline connected

Let future jobs and visits build on the same reliable record.

Bring it into one workspace

See this workflow with your own team.

Start with real customers, sites, and work so you can judge SelaroDesk by the way it operates.

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