Looking for software to managed work flow etc

I have a management problem that needs solving.
I have a range of customers living across my state for whom I do one or two jobs in a lifetime.
I need to be able to access this data while travelling, [ the cloud ] I assume.
I want to separate them into groups based on the route I am traveling.
I would like to read what the job is, view the quote and get the address etc.
I have written software but I am out of date.
I assume I need a data base
I dont think I need scheduling

I'm not sure about the routing, but everything else is probably doable with the free version of https://www.hubspot.com/

Hey there, not sure if this may be helpful. I work in IT for local government and have had some experience with Freedcamp. We ran a demo of it for a short time before switching to a more robust (unnecessary, paid for subscription) software that I very much dislike. Freedcamp is great for keeping track of projects, timelines, notes, and I believe it's free. Might be worth checking out. Hope I'm not out in left field here.

Hi John,
It might just be easier to use one of the cloud services that has been suggested, or any of the other project management type offerings like Monday or that one from Atlassian. Honestly you could do a lot with Google Drive and documents.

Having said that, I hate to put my data in other people's hands, particularly companies like Google who make most of their money from advertising. There are a number of Open Source project management projects that could be installed on your own server if you have that capability and desire.

One that I use quite a bit is NextCloud. It allows you to setup a server for storing, syncing, and sharing files (much like Google Drive or Drop Box), but is free and open source, runs on your own hardware. It has plugins you can install for contacts, calendars, scheduling, project management, and more. Using something like this makes you much more internet independent. People want to be "off-grid" by using solar and batteries in order to access their life on Facebook, Google, etc. It is easy, but you are dependent on those companies and their policies (which may not line up with your own). I'd better stop before I go off on a rant here :), but you get the idea.

The route-grouping sounds like the most tricksy bit. Can you detail what behavior you want to see in that regard? Are the groups static things or dynamic based on mapping? How large is a group? What else happens with those groups?