A client card that grows itself.

How does the card grow?

• Photograph a model number — Max adds the appliance to the client card, with the model, the brand and the history that follows it.
• A client calls — Max records the call and adds it to the card, so the conversation is in the record, not in your memory.
• A job closes — the job, the part and the invoice join the card automatically.

What does the card hold?

Appliances, calls, jobs and notes — the whole history of a client, in one place, without typing. You walk into a home knowing the machine, what was fixed last time, and what the client said on the phone. The second visit starts where the first one ended.

Why does it matter?

A small business wins repeat work on memory: remembering the machine, the last repair, the client's name. But memory does not scale, and it leaves with the technician. A card that grows itself keeps the memory in the business — and it is there on the second visit, the second year, and for the next technician if the business grows.

How does this compare with the competitors?

All four competitors keep customer and equipment history — Workiz, Housecall Pro, Jobber and ServiceTitan all store client records, job history and equipment lists. The difference is how the record gets built: at all four, it is built by manual entry. No photo-a-model-number capture and no automatic call recording into the card were found at any of them — checked 2026-11-11.

See also: Max agent · Diagnostics & photo part ID · Roadmap · Pricing · FAQ