Customers
Best practices
How successful tree companies keep clean customer data.
Overview
How successful tree companies keep clean customer data.
Merge duplicates promptly, standardize phone format, and archive customers you no longer serve instead of deleting history.
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 Importing customers.