Customer Management

The Spine of Your Service Business

Every customer, every location, every contact, every contract, every document - in one place, all linked to the operational data that runs the day.

NG

Nordic Group ApS

Customer #10238

Active
Locations
Contacts
Agreements
Files

HQ Tower

Strandvejen 12, Copenhagen

24 tasks

Warehouse North

Industrivej 8, Aarhus

12 tasks

Showroom

Vesterbrogade 4, Copenhagen

8 tasks

AI file search

Found in 42 documents

End the CRM Sprawl

Most service businesses keep customer data in three different tools and a folder of PDFs. SaberTask makes the customer the spine of the platform.

Without SaberTask

  • Customers tracked in spreadsheets, locations in another tool
  • Contracts buried in email, work scope in a Word doc
  • No idea who has portal access or who to call
  • Files scattered across drives with no full-text search

With SaberTask

  • Customers, locations and contacts in one structured database
  • Work descriptions and service agreements drive recurring tasks
  • Per-contact portal access toggles, audit visible at a glance
  • AI-searchable file vault where even photos become text

Everything You Know About a Customer

From the first record to the most detailed scope of work, every facet of a customer is one click away - and feeds the rest of SaberTask automatically.

The Customer Database

Every customer in a single searchable list with sequential numbers, multi-tab detail pages and complete tenant isolation.

Multi-Location Support

Track every site you service for the same customer, with addresses, metadata and references from tasks, plans and reports.

Work Description Builder

Define areas, frequencies and checklist items per location - the structured scope that drives recurring task generation.

Service Agreements

Per-customer agreements with scope, frequency and status - visible to customers on the portal alongside their tasks.

AI-Searchable File Vault

Drag-and-drop file uploads with tags, full-text search, AI extraction of PDFs and image descriptions - even photos become searchable.

Built-in Audit Trail

Per-customer file timeline, soft-delete defaults and tenant-scoped queries enforced at the database level.

How It Works

1

Add the Customer

Create the customer record once, add locations, contacts and the documents you exchange - all in one place.

2

Define the Work

Use the Work Description Builder to capture exactly what happens at each site - and link it to a service agreement.

3

Run the Operation

Customer data feeds tasks, plans, reports, invoices and the customer portal automatically - one source of truth.

Try SaberTask free for 30 days

Full access to everything - web dashboard, mobile app, all user types. No credit card needed. Set up your first customer in minutes.