Can I see previous repairs for a customer?

Yes. The CRM can show past and upcoming jobs, notes, invoices, and customer interactions.

Can I contact customers from the CRM?

Yes. Sophiie supports calling, texting, and emailing customers from the platform.

Can I add reminders for parts or follow-up?

Yes. You can set reminders tied to the customer or job record.

Does it replace a parts inventory system?

No. Sophiie keeps the repair customer, active work, and follow-up details easier to find. Specialist inventory systems may still be needed for stock control.

AI office manager

Appliance repair CRM

Sophiie stores customer contact details, appliance notes, repair history, call summaries, messages, invoices, and reminders so repeat work does not start from scratch.

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Missed call from Sarah ChenNew booking confirmed for 1pmVoicemail transcribedWebsite form: bathroom downlightsInvoice #1042 marked paidDeposit received from Amy WuText reply sent to Toby Mercer

Quote request: switchboard upgradeText: are you free Thursday?After-hours call answeredFollow-up sent to Raj PatelCallback scheduled for 9amMissed call returned in 30sAppointment reminder sent

Emma Davies: power out in kitchenNew job card createdMarco Reyes: needs a quoteReminder sent to Tom BradleyPriya Sharma: hot water faultQuote approved: $2,400Review request sent to Dana Lee

Stores appliance and repair notes

Keep brand, model, symptom, previous work, access details, preferred contact method, and technician notes in the customer record.

Australian tradesperson crouching by a glass door using a phone on speaker

Tracks calls, texts, and emails

Sophiie can keep customer communications, call summaries, transcripts, and messages connected to the profile.

Australian tradesperson sitting in a ute taking a phone call

Shows past and upcoming jobs

The CRM can display repair history, scheduled visits, job status, invoices, and follow-up reminders for each customer.

Australian tradesperson leaning against a ute answering a phone call on site

Supports direct communication

Send texts, make calls, and email customers from Sophiie so communication is not scattered across personal phones.

Australian tradesperson in hi-vis taking a phone call beside a brick wall

Keeps follow-up visible

Set reminders for warranty checks, pending parts, quote decisions, and repeat fault callbacks.

Australian tradesperson taking a phone call while crouched beside a glass door on site

How it works

Set up Sophiie once, then let the work flow

Import or create customer records
Start with contact details, property notes, appliance history, and preferred communication channels.
Capture every new enquiry
Calls, texts, emails, chatbot enquiries, and bookings can add notes and summaries to the relevant customer profile.
Attach repair work to the profile
Jobs, invoices, notes, photos, and reminders stay connected to the customer and appliance context.
Use history before follow-up
Check the profile before calling back, booking another visit, or preparing a quote or invoice.

A repair customer is more than a phone number

The second time a customer calls, they expect you to remember the machine, the previous fault, the technician's notes, and whether a part was discussed. Without a CRM, that history often sits in inboxes and notebooks.

Sophiie keeps the customer profile connected to calls, messages, jobs, notes, invoices, and reminders. That gives your team a practical repair history before the next conversation.

History changes the quality of the next call

When the CRM shows the appliance, previous visit, warranty note, and payment history, the office can book smarter and the technician arrives with better context.