Customers
A customer is who pays you; their properties are where the work happens. Every job, estimate, invoice and contract points at one of each, so this is the record everything else hangs off.
At a glance
- Add one: Customers → New customer. Properties → New property for the address.
- Types: Individual, or Property Manager for a company or HOA with several properties.
- Find them: search, type chips, filters, date ranges, and saved Views.
- Shape the record: Settings → Company → Customization for tags and custom fields.
- Not a customer yet: Leads.
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
- Type chips — Switch between all customers, property managers, and individuals
- Filters — Include inactive customers, or show only those missing an email
- Date ranges — Narrow by last service, date added, or next scheduled service, with presets or a calendar
- Sort — Sort by name, date added, or last activity
- Views — Save the current search, filters, and sort as a named view the whole team can reuse
- 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
Each customer can have one or more service properties:
- Open a customer’s detail page
- Click New property
- Enter the address (or tick Same as billing address), a Property Name if they have more than one, and any access notes
- Save the property
Properties are used when creating jobs, estimates, and invoices to specify where the work will be performed.
Properties also have their own page, Properties in the sidebar under Customers, which shows every property across every customer on a map and is where properties are imported in bulk.
Custom Fields
You can add custom fields to customer records to track information specific to your business:
- Navigate to Settings → Company → Customization
- Under Custom Fields, click New Field, pick the Entity Type (customer, property or job) and the Field Type (text, number, date, dropdown and so on)
- The field appears on every form for that record type from then on
Tags
Tags help you categorize and filter customers:
- Create tags like “VIP”, “Commercial”, “Seasonal”, or “Snow Only” under Settings → Company → Customization, with New Tag
- Apply multiple tags to a single customer, from the customer page or the form
- Filter the customer list by tags to quickly find groups of clients
Language and the portal
Preferred Language on the customer decides whether their estimates, invoices and reminder emails go out in English or Spanish. Additional Emails are copied on everything sent to them.
Customers with an email can be invited to the customer portal, where they see their estimates, invoices, jobs and photos and pay online.