Crewdex
Log In

Add Your First Customer

Create a customer record to track contact info and service history

Difficulty:Beginner

What this is

Create a customer record with contact information, address, and communication preferences. This becomes the foundation for scheduling jobs, sending quotes, and tracking service history.

Who this is for

  • Owners & Admins: Manage customer list, add new leads
  • Office Staff: Take phone calls and add walk-in customers

Note: Technicians can view customers but cannot add new ones (permission restriction).

When you use this

  • New customer calls for service (AC repair, plumbing issue, etc.)
  • Walk-in customer visits your office
  • Repeat customer from another company (word-of-mouth referral)
  • Before scheduling a job (must have customer record first)

How it works

Step 1: Navigate to Customers

  1. Click "Customers" in the left sidebar (desktop) or bottom nav (mobile)
  2. Click the "+ Add Customer" button (top-right corner)

Step 2: Fill in Customer Information

Required fields:

  • Name: Customer's full name (first + last)
  • Phone: Primary phone number (auto-formats as you type)

Optional but recommended:

  • Email: For sending invoices and receipts
  • Address: Service location (autocompletes from Google Maps)
  • Communication Preference: How they prefer to be contacted (email, phone, text)

###Example:

Name: Sarah Johnson
Phone: (555) 123-4567
Email: [email protected]
Address: 123 Oak Street, Austin, TX 78701
Preference: Phone

Step 3: Save the Customer

  1. Click "Save Customer" button
  2. Customer appears in your list ✅
  3. You can now schedule a job for this customer

What happens:

  • Customer is added to your searchable list
  • Communication preference is saved (affects how you contact them)
  • Address is geocoded for map view (if provided)
  • Service history starts tracking (empty for now)

Important rules

  • Email must be unique - Two customers can't share the same email address
  • Phone is flexible - Multiple customers can have the same phone (e.g., family members)
  • Address is optional - But required for jobs with on-site service
  • Cannot delete customers - Only archive them (preserves service history)

Common mistakes

Mistake 1: Duplicate customers

  • What happens: You create "John Smith" twice (different spellings)
  • Fix: Always search first before adding - Click "Search" and type customer name

Mistake 2: Wrong address

  • What happens: Technician goes to wrong location
  • Fix: Use the Google Maps autocomplete - Don't type addresses manually

Mistake 3: Missing communication preference

  • What happens: You call a customer who prefers email
  • Fix: Always ask "How do you prefer we contact you?" during intake call

Was this helpful?