Find answers to common questions about our apps.
Open the app and tap the "+ Add Customer" button. Fill in the customer's name, ID, phone number, follow-up frequency, items they usually order, and any notes. Tap Save and they'll appear in your dashboard.
Set a frequency in months and days (e.g. 1 month + 15 days). After you log a call, the app automatically calculates the next due date based on that frequency. You'll see overdue and upcoming calls on your dashboard.
All your data is stored locally on your device. Nothing is sent to the cloud or any server. Your customer information stays private and secure on your phone or computer.
Find the customer in your dashboard or customer list, tap "Log Call", add optional notes about what was discussed, then tap "Mark as Called Today". The next follow-up date resets automatically.
Make sure you've allowed notifications for the app in your phone's Settings. On iPhone go to Settings → Customer Follow-up → Notifications and enable them. On Android go to Settings → Apps → Customer Follow-up → Notifications.