Customers
Remember the relationship, not just the last job.
A repeat customer should not have to explain their address, their building or what went wrong last time.
The Sahor customer record keeps everything about the relationship in one place, for the office and the field.
Included in every plan.
Marina Property Services LLCB2B
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Tower A · 42 unitsLast visit 12 Sep
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Tower B · lobby and gymVisit booked Thu
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Villa 14 · owner residenceGate code on file
Everything the next person needs to know
Identity
Individual or business, with legal name and TRN for businesses.
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Locations
Several addresses per customer, each with access notes and its own history.
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Communication
Conversations, preferred language and the right contact for each location.
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Work history
Every quote and job, with photos and notes from the field.
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Commercial history
Invoices, payments and what is still outstanding.
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Access and privacy
Technicians see what the job needs. Balances and prices follow role permissions.
Households and property companies, in the same system.
A villa owner is one contact and one address. A facilities company is a legal entity with several buildings, contacts and e-invoicing needs. Sahor handles both without forcing one into the other’s shape.
Prepare for e-invoicingBring your customers with you
- Import from a spreadsheet with column matching
- Likely duplicates flagged before saving
- New customers created from WhatsApp and bookings automatically
- Pilot customers can send us the file to prepare the import
Customer questions
Can one customer have several addresses?
Yes. Each location keeps its own access notes, contacts and job history, which matters for property managers and customers with more than one home.
What do we need to store for business customers?
Their legal name, address and TRN where they are VAT-registered. Sahor flags business customers missing these before you invoice them.
Can technicians see customer balances?
Only if their role allows it. By default technicians see the details needed to do the job, not the commercial history.
Do new WhatsApp contacts become customers automatically?
A new conversation creates a lead linked to the phone number. When it turns into a quote or job, the customer record is created with the details already collected, so nobody types them twice.
Start with the customers you already have.
Import your list, and every new conversation and job builds the record from there.