Customers

The Customers module is your central hub for managing client relationships. Every customer record connects to properties, jobs, estimates, invoices, and contracts.

Customer List

Navigate to Customers in the sidebar to see all your clients. The list view supports:

• Search — Find customers by name, email, or phone
• Filters — Filter by status, tags, or custom fields
• Sort — Sort by name, date added, or last activity
• Tags — Organize customers with color-coded tags

Customer Details

Click any customer to open their detail page, which includes:

• Contact Information — Name, email, phone, and billing address
• Properties — All service locations associated with this customer
• Jobs — Past and upcoming job history
• Estimates — All estimates sent to this customer
• Invoices — Billing history and outstanding balances
• Contracts — Active and past contracts
• Notes — Internal notes visible only to your team
• Activity Timeline — A chronological log of all interactions

Properties (Locations)

Each customer can have one or more service properties:

1. Open a customer’s detail page
2. Click Add Property
3. Enter the address, property type, lot size, and any access notes
4. Save the property

Properties are used when creating jobs, estimates, and invoices to specify where the work will be performed.

Custom Fields

You can add custom fields to customer records to track information specific to your business:

1. Navigate to Settings > Custom Fields
2. Click Add Field and choose a field type (text, number, date, dropdown, etc.)
3. The field will appear on all customer forms going forward

Tags

Tags help you categorize and filter customers:

• Create tags like “VIP”, “Commercial”, “Seasonal”, or “Snow Only”
• Apply multiple tags to a single customer
• Filter the customer list by tags to quickly find groups of clients