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Customers Quick Reference

Manage your customer records, contact info, and property associations.

Key Steps

  1. Add a customer — Go to Customers in the sidebar, click + New Customer, fill in name and contact details, then save.
  2. Edit a customer — Click any customer row to open their profile. Update fields and click Save.
  3. Search and filter — Use the search bar at the top of the Customers list to find by name, email, or phone. Apply tag filters for segments.
  4. Manage tags — On a customer profile, click Tags to add or remove labels for grouping (e.g., “VIP”, “Residential”).
  5. Enable portal access — Toggle Portal Access on the customer profile to send them a login link for the self-service portal.

Tips

  • Bulk import customers via Settings > Import using a CSV file.
  • Each customer can have multiple properties (locations) linked to them.
  • Customer portal lets clients view invoices, approve estimates, and sign contracts.
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