Customers
Creating customers
Add a new customer record with contact details and service address.
Overview
Add a new customer record with contact details and service address.
Click New customer, enter contact details and primary service address, then save. You can add a lead or estimate immediately from the customer page.
In the office
Open Customers from the sidebar. Each record ties together estimates, jobs, invoices, portal access, and communication history for one client.
Use one customer record per billing contact, even when they have multiple properties. Add service addresses on the job or property fields when needed.
What belongs on the customer record
Keep legal name, best phone number, and email current. Gate codes, dog warnings, and access notes save your crew time on every visit.
Next step
Continue with Editing customers.