All Features
OpsCel Customer Management
Know Your Customers. Actually Know Them.
Your customers aren't just names in a spreadsheet. Track businesses, contacts, and service addresses—with complete history of every job, certificate, and quote. No more "which site was that?" or "who do I send this to?" confusion.
30 sec
AI assistant form filling vs. 5 minutes manual entry
Unlimited
Customers and sites—no per-customer fees, no limits
4 tabs
Organized interface: Business, Contacts, Addresses, History
Capabilities
What it does
Unlimited Customers & Sites
One customer, 50 sites? No problem. Each location gets its own service history, equipment list, and contact details. No per-customer fees, no limits.
Multiple Contacts Per Business
Site manager wants service updates. Finance director wants invoices. Owner wants compliance certs. Custom contact roles ensure everyone gets what they need.
Contact-to-Address Preferences
The site manager for Building A shouldn't get emails about Building B. Set contact preferences per address. Invoice goes to right person, every time.
Complete Service History
See every job, certificate, quote, and invoice for a customer—across all sites. Answer "when did we last service that panel?" in two clicks.
AI Assistant for Form Filling
Type or paste customer details in natural language. AI extracts business name, address, contact info, and fills the form. 30 seconds instead of 5 minutes.
UK Address Autocomplete
Type postcode, select address. GetAddress.io integration finds UK addresses instantly. No typos, no incomplete addresses, no "we couldn't find you" callbacks.
Role-Based Contact Badges
Job form shows contact roles (Owner, Manager, Accounts, Site Contact). Pick the right person for the job. No sending work orders to the accountant.
4-Step Create Wizard
Business details → Primary contact → Service address → Review. Clear progress, no missing fields. Create customers in under 3 minutes.
4-Tab Edit Interface
Business tab, Contacts tab, Addresses tab, History tab. Find what you need fast. No scrolling through endless single-page forms.
Process
How it works
1
Create Customer
4-step wizard: Add business name and details, create primary contact with role, add service address (UK autocomplete), review and save.
2
Add Contacts & Sites
Add multiple contacts with custom roles (Owner, Manager, Accounts, Site Contact). Add multiple service addresses. Set contact preferences per site.
3
Create Jobs & Quotes
Select customer, choose service address, pick contacts. System shows site-specific contacts with role badges. Right people get right notifications.
4
Track History
History tab shows every job, quote, invoice, and certificate—filtered by site if needed. Complete audit trail of customer relationship.
Benefits
Who it's for
Office Managers
- AI assistant fills forms from pasted text—30 seconds vs. 5 minutes
- UK address autocomplete prevents typo errors
- Contact roles show who handles what (invoices, service updates, certs)
- 4-tab interface finds contact/address/history fast
- Multi-site support for customers with multiple locations
- Service history shows last visit details before scheduling
Field Engineers
- See all customer sites and contacts on mobile before arrival
- Contact preferences ensure they notify right person on-site
- Service history shows what was done last visit
- Multiple contacts per site—call the right person if issues arise
Business Owners
- Unlimited customers and sites—no per-customer fees
- Complete service history shows customer lifetime value
- Contact-to-address preferences reduce communication errors
- Custom contact roles adapt to customer organizational structures
- AI form filling speeds data entry for new customer onboarding
Comparison
Opscel vs. the rest
| Feature | Opscel | Others |
|---|---|---|
| AI assistant for natural language form filling | ✓ | No |
| Contact-to-address preferences (per-site notifications) | ✓ | No |
| Custom contact roles per business | ✓ | Some |
| UK address autocomplete (GetAddress.io) | ✓ | Some |
| Multi-site support with separate service history | ✓ | Yes |
| Role-based contact badges in forms | ✓ | No |
| Complete service history (jobs, quotes, invoices, certs) | ✓ | Some |
| Unlimited customers and sites | ✓ | No |
FAQ
OpsCel Customer Management — common questions
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