Customers
Managing customers
Your customer list is the center of TreeOS. Learn how it connects to everything else.
Overview
Your customer list is the center of TreeOS. Learn how it connects to everything else.
The customer list supports search, tags, and filters. Click any name to see estimates, jobs, invoices, and portal activity in one timeline.
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 Creating customers.