One Complete
Customer Timeline
Every interaction with a customer belongs in one place.
No more guessing. No more digging through three different apps to figure out what was promised to a customer last Tuesday. When a customer calls, your team sees their entire history on one screen. You will never ask a customer to repeat themselves again.
- Calls
- Text Messages
- Emails
- Estimates
- Appointments
- Invoices
- Payments
- Photos
- Notes
- Job History
Service Leopard is built to bring live call and text activity onto this timeline as our communication tools roll out.
Instead of jumping between multiple systems, every conversation becomes part of a complete customer story.
Customers
John SmithActive
(912) 555-1234 · johnsmith@email.com
Today
Incoming Call
9:15 AM
Customer called about AC not cooling properly. Discussed symptoms and scheduled appointment.
Text Message
9:24 AM
Sent appointment confirmation for tomorrow 10:00 AM.
Appointment Scheduled
9:25 AM
AC Diagnostic — Tomorrow, May 28 at 10:00 AM
Yesterday
Email Sent
4:32 PM
Sent estimate for AC repair and replacement options.
Estimate Created
4:30 PM
ViewedEstimate #1003 — AC System Repair
Payment Received
4:45 PM
PaidPayment of $250.00 via card ending 4242
May 20, 2025
Photo Added
2:15 PM
Before and after photos from installation.
Note Added
2:16 PM
Customer very happy with the service. Mentioned annual maintenance.
Job Completed
11:30 AM
CompletedJob #845 — AC System Installation
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Concept illustration — figures, names and amounts shown are fictional.
When someone answers the phone, they’ll instantly know everything that has happened with that customer.
No guessing.
No searching.
No repeating questions.
What one timeline delivers
Complete Visibility
See every interaction from start to finish.
Save Time
Everything you need is right at your fingertips.
Stronger Relationships
Personalized service builds customer loyalty.
Better Decisions
Use history and insights to make smarter moves.
More Closed Jobs
Know more. Respond faster. Win more business.
One customer. One timeline. Total clarity.
Better service. Stronger relationships. More growth.