Customers
Notes
Keep gate codes, access instructions, and history on the customer record.
Overview
Keep gate codes, access instructions, and history on the customer record.
Internal notes are visible to your team only, never to the customer portal. Pin access instructions here for crews.
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 Best practices.