We would like to enhance the Client function into a full CRM Customer Relationship Management system.
The trick is to channel all things related to that particular client together and presented in one click on the mobile phone.
By one click to a client, one can obtain the information about the on-site service records, time charged and comment, telephone calls and message left, post-it discussions about the client, warning messages, letters from or to the client, new jobs added and if this is a prospective client, the follow up status.
Of course, we can also add the outstanding invoices, accounts receivables, credit rating, work-in-progress, etc. but we can leave that to your judgement.