Adding and managing customers

Add a new customer

1. Go to Customers → Add Customer.
2. Fill in their details:
   • Name — Individual name or company name.
   • Email — Used for sending estimates, invoices, and notifications.
   • Phone — Primary phone number. Add additional numbers if needed.
   • Service address — Where the work will be done.
   • Billing address — Defaults to the service address, but can be different.
3. Click Save.

You can also add customers on the fly when creating a job or estimate.

Customer profiles

Each customer has a dedicated profile page showing:

• Contact information — All phone numbers, emails, and addresses.
• Job history — Every job completed for this customer, with status, dates, and amounts.
• Estimates — All estimates sent, with approval status.
• Invoices — All invoices and their payment status.
• Notes — A running log of notes from you and your team.
• Photos — All photos from jobs at this customer’s property.

Multiple properties

Many customers have more than one property (rental properties, commercial clients, etc.). You can add multiple service addresses to a single customer record. When creating a job, choose which property the work is for.

Tags and custom fields

Organize your customers with:

• Tags — Add tags like “VIP”, “Referral Source”, “Commercial”, or “Quarterly Service” to segment and filter your customer list.
• Custom fields — Create fields specific to your business (e.g., “Gate Code”, “Equipment Model”, “Preferred Technician”).

Searching and filtering

The customer list supports:

• Search — Find customers by name, email, phone, or address.
• Filters — Filter by tags, last service date, outstanding balance, or location.
• Sort — Sort by name, most recent activity, or total revenue.