Every job, quote, and payment —
in one timeline.
Stop digging through old texts and paper invoices to remember what you did for a customer last time. Open their profile and see the full story — every job, every quote, every dollar — in one scrollable activity feed.
✓ 2 months free · No credit card · ✓ Cancel anytime
A returning customer shouldn't mean starting from zero.
When a repeat customer calls, the last thing they want to hear is “remind me what we did again?” — and the last thing you want is to scroll through old text threads to find out.
Without Customer History
Every repeat job starts with a memory test.
A customer calls about “that thing you did last spring.” You're scrolling through old texts, digging through paper invoices, or just guessing. By the time you find the answer, you've spent ten minutes on a call that should've taken two — and you still might get it wrong.
With CashWrench Customer History
Open the profile. The whole story is right there.
Every job, quote, and invoice for that customer — in order, with dates, amounts, and statuses. You can see what was quoted, what was approved, what was paid, and what's still outstanding, all before you say a word back to the customer.
It builds itself — you don't log anything.
Every job, quote, and invoice is tied to a customer record
When you create a job, build a quote, or send an invoice for a customer, it's automatically linked to their profile. There's no separate "log this" step — it's just part of the normal workflow.
It all lands on one Activity timeline
Open a customer's profile and the Activity tab shows everything in chronological order — quote sent, quote approved, job scheduled, job completed, invoice sent, invoice paid. The full lifecycle of every job, in one place.
🕘 Newest activity firstFilter by Jobs, Quotes, or Invoices
Need to see only the invoices for this customer to check what's been paid? Or just the quotes to see what's pending approval? Tabs at the top of the feed let you filter the timeline down to exactly what you need.
Amounts and statuses are visible at a glance
Every line shows the dollar amount and a status badge — Approved, Scheduled, Completed, Paid, or Unpaid. You can spot an overdue invoice or a pending quote without opening a single record.
💲 Status badges on every lineTap any entry to jump straight to the record
Need to resend an invoice or duplicate an old quote for a repeat job? Tap the entry in the timeline and you're taken directly to that job, quote, or invoice — ready to act on.
⚡ One tap to the full record
0
Manual entries needed — everything logs itself
1
Tap to filter Jobs, Quotes, or Invoices
100%
Of a customer's history, visible before you call back
Everything you need to know about a customer, in one place.
Chronological activity feed
Jobs, quotes, and invoices appear together in one timeline, newest first — so the most recent activity is always front and center.
Filter by type
Switch between All, Jobs, Quotes, and Invoices with one tap to focus on exactly the kind of record you're looking for.
Amounts and statuses at a glance
Every entry shows its dollar amount and current status — Paid, Unpaid, Approved, Scheduled, or Completed — without opening the record.
One tap to the full record
Tap any line in the timeline to open the actual job, quote, or invoice — ready to view, resend, or duplicate.
Built for repeat customers
Pulling up a customer's history before a callback or a new quote means you never have to ask them to remind you what you did last time.
Automatic — nothing to log
Every job, quote, and invoice you create is linked to the customer automatically. The timeline builds itself as you work.
2 months free · No credit card · Cancel anytime
Frequently asked questions
Does CashWrench keep a history of every job for a customer?
Yes. Every job, quote, and invoice you create for a customer is automatically linked to their profile. Open the customer's Activity tab and you'll see the complete history — in chronological order — with no manual logging required.
Can I filter a customer's history by type?
Yes. The Activity feed has filter tabs at the top — All, Jobs, Quotes, and Invoices. Tap one to narrow the timeline down to just that type of record, so you can quickly check, for example, only the unpaid invoices or only the pending quotes.
Does customer history show payment status?
Every entry on the timeline shows its dollar amount and a status badge — Paid, Unpaid, Approved, Scheduled, or Completed. You can spot an overdue invoice or a quote awaiting approval at a glance, without opening a single record.
Is customer history useful for repeat customers?
That's exactly what it's built for. When a returning customer calls about "that thing you did last spring," you open their profile and the whole story is right there — what you quoted, what was approved, what was paid. No scrolling through old texts or digging through paper invoices.
Does Customer History work on the Starter plan?
Yes. Customer History is available on all CashWrench plans, including Starter. The timeline builds itself automatically as you create jobs, quotes, and invoices — no add-ons or upgrades needed.
Customer History connects to everything else you do.
Quoting & Estimates
Build professional quotes in 60 seconds — every quote you send becomes part of the customer's history.
Invoicing
Send invoices via SMS or email. Paid and unpaid invoices both show up on the customer timeline.
Quote eSignature
Customers sign quotes from their phone — the approved quote and signature timestamp land right in their history.
Stop guessing what you did last time.
Every job, quote, and payment — automatically organized into one timeline per customer. Two months free to try it on real jobs.
Start Free — Takes 2 Minutes✓ 2 months free · No credit card · ✓ Founder rate locked for life