The work this connects
Generic CRMs stop at a contact record. Screen work depends on the household or business, the property, the opening, and everything that has already been measured, built, installed, or repaired there.
What stays connected
- Phone and web inquiry intake
- Customer and property records
- Existing-customer matching
- Opening and service history
- Warranty and document context
- Role-scoped access
Follow the workflow
- Inquiry
- Customer match
- Property
- Opening history
- Scheduled work
Common questions
Can ScreenOps link a new inquiry to an existing customer?
Yes. Dispatchers can search for an existing customer and property before creating new records, helping reduce duplicate household and business profiles.
Does the CRM preserve screen-specific history?
ScreenOps links customers and properties to openings, measurements, configurations, documents, field work, and warranty records when those records exist.