BlazeRoutes
Customer Management

Every customer, every property, every visit — in one record

Service history, balances, documents, and conversations all live on the customer record. Whoever picks up the phone has the whole picture in front of them.

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The customer list in BlazeRoutes

The whole account on one screen

Overview, activity, appointments, financials, files, equipment, tasks, text messages, emails, and contacts are all tabs on the same record — not four systems you reconcile later. Open a customer and the last visit, the outstanding balance, and the last text you exchanged are all one click apart.

A customer record in BlazeRoutes

Follow-ups that don't slip

Tasks attach to the customer they belong to, so a callback promised on Tuesday shows up against that account instead of on a sticky note. Assign them, give them a due date, and pin a note to the top of the record when the whole team needs to see it.

Task tracking in BlazeRoutes

Also included

Every BlazeRoutes feature is included at every size — there are no tiers and nothing to upgrade to. See pricing →

Customer Management questions

Can I import the customer list I already have?

Yes. Import your list from a CSV — BlazeRoutes matches your column headers to its fields and tells you which columns it skipped. And when someone adds a customer by hand, it warns if they look like a contact you already have, so you don't end up with the same customer twice.

Can one customer have more than one property?

Yes. A customer can have as many service locations as they need, each with its own address, map pin, and service plans. Rental portfolios and commercial accounts with several buildings stay under one customer rather than being split into unrelated records.

What service history does it keep?

Every completed visit is stored against the property, including the products applied, the areas and pests targeted, photos from the visit, and the technician's notes. It's the same record your technician filled out in the field.

Can I get my data back out?

Yes. Your customer data is yours — export it whenever you want, no support ticket required.

Explore the rest of BlazeRoutes

Route Optimization

BlazeRoutes sequences each technician's stops into the shortest driving order, shows you the before and after side by side, and changes nothing until you say so.

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Scheduling & Dispatch

Drag work onto a technician's day and watch the route redraw. Service plans keep track of who's due next, so the work comes to you instead of living in someone's head.

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Billing & Payments

Invoices, payments, credits, and refunds live on one ledger per customer — with cards on file and a portal your customers can pay from without calling you.

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Automated Communications

On-the-way texts, receipts, and schedule changes go out on their own, and reminders and late notices go to a whole list in a few clicks — from templates you write once, in your own voice.

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Mobile App for Technicians

Technicians run the route, log what they applied, photograph the work, and take payment from their phone. The service record saves on the device and syncs itself when signal comes back.

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AI Assistant

Ask a plain question about a customer, a route, or a balance and get the answer from your own records. It also sends the morning numbers and each technician's route briefing on its own.

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Cash, Checks & Daily Close

Follow cash and checks from the technician's hand to the bank, and end each day with a short list of anything that wasn't finished, wasn't billed, or was declined.

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Door Knocking

Reps knock from a map of every address in your area and sign customers up at the door. The office draws territories, works the follow-ups, and sees which reps and areas are selling.

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