Customer operations
A screen-company CRM that starts with the property.
Keep inquiries, customers, properties, openings, documents, warranties, and work history connected instead of recreating context for every visit.
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Fictional Desert Vista Screens & Outdoor Living demo data shown.
The operating problem
Keep the work intact.
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.
Customer and property records
Existing-customer matching
Opening and service history
Real workflow proof
The same operating record, wherever the work happens.
Move from office planning to field or shop execution without rebuilding customer, property, assignment, and job context.
Fictional Desert Vista Screens & Outdoor Living demo data shown.
Connected workflow
The handoff stays visible.
01Inquiry02Customer match03Property04Opening history05Scheduled work
Schedule the next visit ->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.
Start with the real workflow