TrueCare

Team Hub

Connecting…

Download as spreadsheet

Download as spreadsheet

Your name appears on notes and jobs you add

🔒 Protected by Cloudflare Access — only approved TrueCare email addresses can sign in.

Customer	Type	Products	Contact	Next service	Notes

No customers match your filters.

📇

Add your first customer

Keep TrueCare's customer details, service history and team notes in one place, synced live for everyone.

🛠️

Add your engineers to get started

Set up your team in the rota before booking jobs — each engineer gets their own colour on the calendar.

Automated emails

Sent automatically around every booked appointment that has an email address on file — a confirmation when it's booked, a reminder beforehand, and a follow-up afterwards. Edit the wording any time; changes apply to every future send straight away.

New customer

Add the details you have — you can fill in the rest later.

Customer name

Company (if B2B)

Customer type

Email

Telephone

Another telephone number

Property type

Address line 1

Address line 2

Postcode

Products / systems

Source

Install date

Next service due

Source detail (optional)

System details

Heat pump system type

Make & model

Service history

Most recent service date

Specified appointment

Service engineer

Welcome email sent

Service report received

Booking form notes

Glycol & billing

Glycol used (litres, £12/litre inc. VAT)

Glycol invoice sent

Glycol invoice paid

Follow-up tracking

Service-due email sent

Latest follow-up call

Call attempts

Text sent

Letter posted

Payment plan

On a payment plan

OK'd by accounts

Payment plan start

Payment plan end

Payment method

Payment plan link

Comments from accounts

Internal service notes

Calendar jobs

No jobs booked yet.

Notes

No notes yet — add the first one below.

Photos

No photos yet — add one below.

New appointment

Book a job for one of the team.

Customer

Customer name

Telephone

Email

Address line 1

Address line 2

Postcode

Suggests a day/engineer already nearby, based on the postcode above.

Date

Start time

End time

Engineer

Job type

Status

Job notes

Edit email

Merge fields fill in automatically: {{customer_name}}, {{appointment_date}}, {{appointment_time}}, {{engineer_name}}, {{address}}, {{job_type}}

Sent

Days before the appointment

Subject

Body

Preview with sample data

Engineers

Add your team and pick a colour for each — colours appear on the calendar and in the filter.

Give an engineer a login email to let them sign in themselves, to a restricted view of just their own jobs where they can add photos and notes to a customer's file. Add that same address to the Cloudflare Access policy so they can actually sign in.

Add engineer