Most solo trade contractors know their regular customers by name and by job type. But knowing a customer's name and knowing their behaviour are two different things. The Activity feed in CashWrench is built to give you the second kind of knowledge — a complete, chronological record of every job, quote, and invoice — so that when you pull up a customer profile before a site visit, you are not reading a name. You are reading a history.
The Activity feed on a customer profile in CashWrench — every interaction in one place.
How customer history helps you learn about a customer before a site visit
One of the most underused advantages a solo trade contractor can have is knowing exactly who they are walking in to see. Not the customer's name — that is on the job card — but their behaviour. How quickly they approve quotes. Whether they have outstanding payments. How often they call you back. Whether the last job was straightforward or complicated. That kind of knowledge changes how you prepare, how you price, and how you handle the conversation on the day.
The Activity feed in CashWrench makes this possible without any extra effort. Because every job, quote, and invoice is stored in a single chronological timeline on the customer profile, a 30-second review before you leave the van tells you almost everything you need to know.
The first thing the Activity feed teaches you is pattern. When you look at a customer's full history, behavioural signals that would otherwise go unnoticed become obvious. A customer who approves quotes the same day you send them is telling you something — they are decisive, they trust you, and they are not shopping around. You can walk in knowing the job is likely to proceed cleanly. A customer who has had three jobs in the past year but took two weeks to pay each invoice is also telling you something. You might decide to collect payment on the day rather than sending a link and following up later. Neither of these insights requires any analysis. They are simply visible when you look at the timeline before the visit.
"A customer who approves quotes the same day tells you everything about how the job will go. A customer who takes two weeks to pay each invoice tells you something different. Both of those signals are sitting in the timeline — you just have to look."
Beyond payment habits and approval speed, the history shows you what kind of customer this is over time. Have they booked repeatedly, or is this only the second time you have been called? Did the last job stay within the original quote, or were there additions? Was there a long gap between their last job and this one — and if so, is that because they called someone else in between? These are the kinds of questions a contractor with ten years of experience might have the instinct to ask. Customer History in CashWrench gives that same instinct to a contractor in their first year, because the data is right there before they knock on the door.
The second thing the Activity feed gives you is a briefing. This is the most direct and practical benefit. In the 30 seconds before a site visit, you pull up the customer profile and scan the timeline. You can see what you did last time, what you charged, what materials you logged, whether the invoice was paid, and whether there is an open quote already in the system. You walk in knowing the context. You can reference the previous job naturally. You can ask a sensible follow-up question. You do not have to ask the customer to remind you what you did six months ago — a moment that, however small, signals to the customer that they are not memorable to you.
What you did last time
The job type, the scope, the materials logged. You can reference it naturally without asking the customer to remind you.
Whether the invoice was paid
Before you start today's job, you know if there's an outstanding balance from a previous visit. No surprises on the day.
Whether there's an open quote
A quote you sent two weeks ago might still be sitting unapproved. Knowing this before the visit means you can bring it up at the right moment instead of letting it expire.
How long since the last visit
A gap of 14 months after two jobs a year tells you something. So does a gap of 6 weeks. The timeline makes the pattern visible without you having to think about it.
For a solo trade contractor working across dozens of customers, that kind of prepared, contextual approach is not something that happens naturally. There are too many jobs and too little time to hold every customer's history in your head. Customer History makes the preparation effortless — because the record is always there, always up to date, and always one tap away before you arrive.
— The CashWrench Team
Want to see the full feature overview? Read: Customer History for Solo Trade Contractors: Everything in One Timeline →
Try Customer History in CashWrench.
Every job, quote, and payment — in one timeline, fully clickable, on every customer profile. Two months free, no credit card to start.