Customer Management Software | VanLynk
VanLynk VanLynk
Business
Team
Customers

create new customers

add customers to your
system with ease

Streamline the customer creation process with VanLynk. Quickly enter and manage customer details, ensuring a smooth and efficient workflow.

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Create New Customers
View Customer Data

view customer data

access customer data
in seconds

Easily find and manage existing customer information with VanLynk. Streamline your workflow by quickly retrieving customer details whenever needed.

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customer list

create workorders &
verify customers

Easily generate new work orders and verify customer information from one centralized list. VanLynk simplifies managing your tasks and ensures accuracy.

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Customer List
View Customer Data

view customer data

access customer data
in seconds

Access and manage your customer list effortlessly from your iPad. VanLynk allows you to retrieve customer details quickly and keep your records up-to-date.

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customer list

add customers manually
or instantly with QR code

Easily add new customers to your system, either manually or by scanning a QR code. VanLynk streamlines the customer onboarding process for efficient management.

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Customer List
Easily Import and Export Data

easily import and export data

seamlessly import and
export customer data

Effortlessly integrate with your existing systems by importing and exporting customer data using VanLynk. Ensure smooth and efficient data management to keep your operations running flawlessly.

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VanLynk Is The Only Tool You Need To Run Your Business

1

Create Work Order

Easily schedule service calls, one-time or recurring, with notes for tech and customers. Pause, restart, and customize preferences effortlessly.

1

Create Estimate and POs

Precise estimates for easy client review and approval, complete with notes and service terms. Send or present to customer for approval.

1

Convert It To Invoice

Make a professional invoice by converting the estimate into an invoice. Send to customer or collect payments.

1

Apply Promos & Get Paid

Apply promos, accept cash payments in person, charge credit cards automatically, or let customer pay you on their app.

Discover Our Powerful Features

All-in-one tools, accessible in the field, or at the office. Boost efficiency, save time, and fuel business growth.

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App Integrations

Connect with the Best Tools for Your Business

Authorize.net Stripe Quick Books Online Google Maps Checkr Apple Maps Twilio SendGrid

Made For All Businesses

All-in-one tools, accessible in the field, or at the office. Boost efficiency, save time, and fuel business growth.

Photographer

1

Handy Man

1

Builder

1

Event Planner

1

electrician

1

Plumber

1

Catering

1

Carpenter

1

Florist

1

Painter

1

Dog Walker

1

Lighting

1

Electrical

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James Thompson

James Thompson

Founder of SparkPlumb

VanLynk has transformed how we manage our workflow. Scheduling and tracking jobs is now effortless, and our team can respond to new opportunities faster than ever. It's a game-changer for our business efficiency.

Samantha Green

Samantha Green

Manager at CoolBreeze HVAC

Using VanLynk has streamlined our operations significantly. The integration of customer management and staff scheduling in one platform has saved us time and reduced errors. We couldn't be happier with the results.

David Brown

David Brown

Founder of CleanSweep Services

VanLynk's all-in-one solution has been a huge boost for our company. The ability to manage everything from job progress to staff assignments seamlessly has improved our productivity and client satisfaction.

The Old Way

Inefficient Workflow

Using multiple scattered tools like MailChimp, QuickBooks, Google, LinkedIn, and Facebook makes it hard to manage and track job progress efficiently.

The New Way

VanLynk Workflow

VanLynk combines scheduling, customer app, call center, payments, staff management, and customer management into one platform, making it easier to track jobs and respond quickly to new opportunities.

VanLynk Pricing

Simple, Transparent Pricing That Grows With You.

1

Revolutionize Your Field Management

Embrace the future of field management with VanLynk – an all-encompassing application designed to elevate your business to new heights. Say goodbye to inefficiencies and embrace a workflow-based approach that enhances productivity and accountability across the board. From staff and customer management to estimates, invoices, jobs, and inventory, VanLynk streamlines every aspect of your operations, ensuring a seamless and productive workflow.

1

Power Tools for Profitability

VanLynk equips you with powerful tools for success. The Estimate Analyzer lets you thoroughly evaluate staff estimates before they reach customers, ensuring your pricing is just right – no more lost revenue due to underpricing or overcharging. The Job Analyzer assesses each job's profitability, factoring in actual running costs, allowing you to make informed decisions and maximize profits. Efficiently manage inventory and truck stocking lists, saving time and resources with our user-friendly tools.

1

Stay Ahead with Smart Alerts

Stay in the loop with dispatch notifications. Always know your distance from the task and get alerts when it's time to dispatch, when an estimate is approved, or an invoice is paid by a customer.

Frequently Asked Questions

Everything you need to know about the product and billing.

The Promo feature allows professionals to create and share offers on various social media platforms, helping them attract more customers and increase their visibility.

The Promo feature is included as part of the Vanlynk platform and does not incur any additional charges.

Staff accounts enable you to unlock your business’ true potential and exponentially scale it. It enables you to collaborate with your team and manage them in real time at multiple locations. You can streamline operations with staff monitoring and equipment management. Use timecards to ensure timely delivery of multiple projects and much more.

You can enhance customer experience by sharing real-time project details with your customers via the app. The app is completely free for customers and allows them to monitor and approve work orders, estimates and invoices.

Additional staff accounts are charged separately based on the pricing plan chosen, providing flexibility for professionals to scale their team as needed.

There is no specific limit to the number of staff accounts that can be added, allowing professionals to accommodate their team size accordingly.

Yes, professionals have the ability to customize their public profile, showcasing their services, branding, and relevant information to attract potential customers.
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