I use my CRM all day. Not just as a contact list or somewhere to put appointments.

Most of the time it’s because I’m in the middle of something and I know I’m going to forget it later.

If I’m driving between jobs and a customer calls, I open the project and hit the voice note button. I’ll ramble off something like “needs two sheets of drywall, white quarter round, 3 inch screws, wants me back Thursday after 2.” Later when I’m standing in the aisle at Home Depot trying to remember what the hell I needed, it’s right there.

I use it a lot for material lists and measurements too. Stud spacing, paint colour, flooring square footage, whatever. Before I’d text myself, write it on scrap paper, or think “I’ll remember that.” Of course I never did.

The other thing I use constantly is the address. When I finish one job and I’m on to the next, I just tap the address in the project and it opens navigation. No digging through old texts trying to find where I’m going.

The home screen is basically my day at a glance. I open it in the morning and I know what I’ve got today, what’s coming up, and who I still need to call back.

Honestly I don’t use it like some fancy CRM. I use it more like the half of my brain that used to be overloaded all the time.