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Keep commercial service work organized across customers and locations.

Manage commercial customers, service addresses, job history, estimates, and invoices.

Best for

Commercial Services

Commercial service teams that support multiple locations, repeat work, job history, and billing records for business customers.

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From one billing office to jobs at each location

  1. 1

    Keep multiple service addresses on the customer

    Each location stays on the customer so jobs do not all land on the billing office.

  2. 2

    Import history if you are switching tools

    Bring commercial records in from common field-service exports, then review the mapping. This is not a one-click official migration.

  3. 3

    Book the job on the right address

    Repeat commercial work is still scheduled visit by visit. Nothing auto-builds the route.

  4. 4

    Invoice by the location you served

    Keep job and invoice history organized on that customer so the next site visit has a trail.

Example: A two-address account that does not dump jobs on HQ

A commercial customer has a billing office and a warehouse. Each address is on the customer. Tuesday's warehouse job is scheduled there, not at headquarters. Repeat work is still booked visit by visit.

Multiple service addresses on one customer

Track commercial customers with more than one service location. Each address stays on the customer so jobs do not all land on the billing office.

Import history, then keep jobs and invoices together

Bring records in from common field-service exports, then keep job and invoice history organized as you work. Repeat commercial work is still scheduled visit by visit.

How True Blue Service helps

Track customers with multiple service addresses

Keep job and invoice history organized

Import records from existing systems

Questions commercial operators ask before they switch

Is this a separate commercial CRM?
No. Commercial customers use the same records as everyone else, with more than one service address.
Can one customer have several service locations?
Yes. Each address stays on the customer so jobs go to the right site.
Can I import existing commercial history?
Yes. Guided CSV import covers common field-service exports. You review mappings and row errors first.
Does repeat commercial work auto-schedule?
No. You still book each visit.

See the customer record, the import, and the bill

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