Add and find customers

Add a customer

1. Open Customers and click Add Customer. Or click the + button at the top of any page and choose New Customer.
2. Pick Residential or Commercial.
3. Fill in First Name and Last Name, and Company for a business.
4. Add their Phone, Cell and Email.
5. Tick OK to text only if they agreed to texts about their appointments.
6. Add a Service Address if you have one. It becomes their default address for jobs, quotes and invoices.
7. Click Create Customer.

• The new customer opens in the panel on the right of the list.
• Booking a job for someone new? Click + New customer in the job form instead. It saves the customer and the job together.
• Technicians can look customers up but can't add or change them.

Find a customer

1. On Customers, type in the search box at the top. It searches names, companies and phone numbers.
2. Click Commercial or Residential to see only that kind, or All for everyone.
3. Click a customer to open their details in a panel on the right, with Overview, Quotes, Invoices, Jobs and History tabs.
4. Double-click a customer to open their full page.
5. From anywhere in the app, press Ctrl+K (⌘K on a Mac) or click Search… at the top. Type a name, company, email or phone number and pick the customer.

• Ctrl+K finds a phone number however you type it: "(507) 722-5892", "507.722.5892" or "+1 507 722 5892".

Use the customer page

The customer page keeps everything about them in one place.

1. Use Call or Email at the top to reach them.
2. Click Edit to change their details, including OK to text, then click Save.
3. Under Addresses, click Add to add another place you work for them, or Set Default to change which address new work uses.
4. Open the Jobs, Quotes and Invoices tabs to see their work, and History for everything, newest first.
5. On the Notes tab, type a note and click Add Note.

• Give each address a Location Name, like "Main Office" or "Job Site", so you can tell them apart.
• The money at the top (Lifetime, Outstanding, Paid YTD) and the Quotes and Invoices tabs show only for people whose role includes money.

Start work from a customer

1. Open the customer's page.
2. On the Jobs tab, click Add. The job form opens with this customer already picked.
3. On the Quotes or Invoices tab, click Add to start a quote or an invoice for them the same way.
4. Fill in the rest and save.

• In the panel on the Customers list, the same buttons are + New Job, + Quote and + Invoice.
• You only see the buttons for work your role can create.