Customers

Every client.
The full picture.

Contacts, sites, jobs, money and visits for each client in one record. Your team sees the history at a glance, and your clients see only what you choose to share.

Paxo Clients list linking Atlas Field Services to its site, equipment and job, using example records — Product preview · example recordsClients linked to their sites, equipment and jobs

One record per client

Contacts, sites, jobs, estimates and visits stay together, so nobody hunts for history.

Field visits that count

Reps check in, take notes and turn follow-ups into tasks on the client's jobs.

Sharing is your choice

Clients see only what you publish and grant, for one job or the whole account.

Client record

Contacts, sites, jobs and balances together

Open a client to see contacts, sites, open jobs and asks. People with Money access also see what is owed and paid to date. Start a new job or estimate from the record without retyping details.

Contacts, sites and jobs on one record
Owed now, paid to date and open estimates
Merge duplicates after review, with undo

Paxo client record for Atlas Field Services with contacts, open estimate, sites and jobs, using example records — Product preview · example recordsEverything about one client on one page

Client app

Decide what your clients can see

Choose which features your Client App shows, such as job status and intake links, preview it and publish. Then invite a contact from the client record or a job, grant one job or the whole account, and revoke access at any time.

Pick the features your Client App shows
Preview before you publish
Invite, scope and revoke access per contact

Paxo Client app settings for choosing which features invited clients see, using example records — Product preview · example recordsChoose what your clients can see

Who it helps

Built around the people doing the work.

Sales rep

Log a visit while it is fresh

Check in at the site, add notes, let Paxo draft the summary and turn next steps into tasks on the client's open job.

Office manager

Take a client call with context

Open the client to see sites, open jobs, recent visits and asks while you are still on the phone.

Owner

Give clients a view without extra calls

Share job status and estimates through Paxo Clients so clients can check progress themselves.

What stays in your control

Clear rules, written down.

An email match never links a client. A contact connects only by accepting an invitation.
Clients see only what you publish and grant. Internal notes and tasks never appear.
Revoking a grant ends that contact's access to your records.
Merging clients is admin-only and keeps a full record of every move, so it can be undone.

Same work. A clearer tomorrow.

Every client.The full picture.