One customer, many sites
Contacts and addresses are linked once instead of being copied between tabs and files.
Excel and Google Sheets are fine for a customer list. They break when you need to connect sites, installed equipment, photos, tasks and years of visits — and share it with technicians in the field.
Contacts, equipment, files and completed work linked to the same customer site.
THE PRACTICAL DIFFERENCE
The problem is not the number of rows. It is that one row and a comment can no longer explain what happened at a site.
Contacts and addresses are linked once instead of being copied between tabs and files.
Installations, components, replacements and repairs form a timeline instead of a crowded notes column.
Photos and documents are attached to the visit and the site — not scattered across chats and shared folders.
THE BREAKING POINT
Spreadsheets work while one person keeps them and nothing needs to be linked. They start failing quietly once the business grows past that.
A CLEARER CHOICE
You see the difference when a technician needs to know everything about a site, not one row in a file.
QUESTIONS
For a simple customer list or a small equipment register kept by one person, a spreadsheet can be enough. It gets fragile once several people and sites are involved.
There is no self-service importer yet. Bring an example to the demo and we will agree on the starting point — many teams simply start with the sites they visit next.
No. You can start with new visits and build the history as you go.
No. Keyrax is for technical service history, not bookkeeping or financial reporting.
A GOOD TIME TO MOVE ON
Start with one customer site and see the difference on the next visit.