Your First Customer

Customers are at the heart of LawnLedger CRM. Each customer record stores contact information, service properties, job history, estimates, invoices, and contracts.

Adding a Customer

1. Click Customers in the sidebar navigation
2. Click the Add Customer button in the top-right corner
3. Fill in the customer details:
   • Name — The customer’s full name or business name
   • Email — Used for sending estimates, invoices, and portal invitations
   • Phone — Primary phone number
   • Address — Billing address for the customer
   • Notes — Any additional information about the customer
4. Click Save to create the customer record

Adding a Property (Location)

Most landscaping customers have one or more service properties. After creating a customer:

1. Open the customer’s detail page
2. Click Add Property or navigate to Locations in the sidebar
3. Enter the property details:
   • Address — The physical service location
   • Property Type — Residential or Commercial
   • Lot Size — Helpful for estimating services
   • Notes — Gate codes, access instructions, pet warnings, etc.
4. Click Save

Bulk Import

If you have an existing customer list, you can import them in bulk:

1. Navigate to the Customers page (the importer lives on each list page)
2. Download the CSV template
3. Fill in your customer data following the template format
4. Upload the completed CSV file
5. Review the preview and confirm the import

Leads

New customers can also enter through Leads (Customers → Leads in the sidebar). New lead on that board opens the customer form with the stage already set, so the lead lands in the first column. Drag a card between the five stages as the conversation moves:

• New lead — Initial contact received
• Prospect — You have reached out and they are interested
• Quoted — An estimate has been sent
• Customer — The lead has converted to a customer
• Lost — The lead did not convert

Next Steps

Now that you have a customer, you can create your first estimate.