Everything you need to manage your customer database, contact details, and communication preferences.
Quick Links
Add a New Customer
Create customer records when someone contacts you for the first time. Store name, contact info, property details.
Find an Existing Customer
Search your database by name, phone, address, or job history. Quick access to customer profiles.
Update Customer Details
Change contact information, addresses, or billing details when customers move or update their info.
Set Communication Preferences
Track how customers prefer to be contacted (call, text, email) and when they're available.
Common Scenarios
Scenario 1: New customer calls for service → Add a New Customer to create their profile before scheduling.
Scenario 2: Returning customer calls, you recognize the name → Find an Existing Customer to pull up their history and property details.
Scenario 3: Customer moved to new address → Update Customer Details to ensure invoices and service calls go to the right location.
Scenario 4: Customer says "only call after 6pm" → Set Communication Preferences to note their availability and preferred contact method.
Related Topics
- Scheduling - Book appointments for customers
- Getting Paid - Send invoices and track payments
- Quotes - Create estimates for customer requests
Need more help? Visit the Owner Guide or Admin Guide for role-specific workflows.