Serve customers
Give every customer an account they can run themselves
Customers check pricing, orders, invoices and statements on their own, in the browser or in your branded mobile app.
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Your questions, answered
What dealers ask about serving customers better
Can customers check pricing, orders and invoices without calling?
Yes. Each customer has their own account with their pricing, order history, invoices, statements and credit, in the browser and the mobile app.
See the customer portalCan we offer a mobile app under our own name?
Yes. ToolSwift includes a native iOS and Android app with your logo, your colors and your business name.
See the mobile appCan customers reach us the way they prefer?
Yes. Customers can text or use WhatsApp on one company number, or message your team from the app, and they can opt out of texts.
See messagesWill customers know where their order is?
Yes. Orders carry a status from pending through delivered or picked up, and customers are notified in the app or by email when it changes.
See ordersCan several people at one customer use the account?
Yes. A company can have several users who share its account, pricing and credit.
See customer accountsCan contractors organize orders by job site?
Yes. Jobs keep each site's orders together, in the app and on the customer dashboard.
See Pro accountsCan customers see what they owe?
Yes. Credit limit, available credit, balance, invoices and payment history are in their own account, and they can pay from there.
See paymentsDoes it work across all our locations?
Yes. Customers pick up from, or are delivered by, the right location, and your reps and conversations are grouped by location.
See store locations
In practice
A customer's week with their own account
- 1
Monday: reorder
They reorder last job's materials in a few clicks, at their own pricing.
- 2
Midweek: track it
They watch their order move and get notified when the status changes.
- 3
Thursday: ask a question
They message your team from the app, or text the company number.
- 4
Friday: settle up
They see invoices and credit and pay from their account.
Built for you
What customers get
Pro accounts
Tiered pricing, job lists and reorders for contractors.
Learn moreCustomer portal
Order history, invoices and statements in one login.
Learn moreMobile app
A native iOS and Android app branded as your business.
Learn moreUnified messaging
SMS and WhatsApp through one company number your whole team shares.
Learn moreEvery location
Store locations and branch-level inventory in one place.
Learn moreJobs and shared accounts
Contractors organize orders by job, and a company can share one account across several users.
Learn moreSee it in action
Everything a customer needs, in one login
Recent orders, quotes, reward points and what to reorder, in the browser or the mobile app.
- Their own pricing, credit and history
- Orders with live statuses and a reorder button
- The same account in the app
General
Welcome Back, Sam!
Let's have a look at your recent updates
Recent Orders
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Connects to the systems you already run
Our team handles the setup. See all integrations
See what ToolSwift does for your business
Book a demo and we'll walk through the platform with your catalog and your workflow in mind.
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