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Manage your customers

Add and edit customers, tag them, keep private notes and extra addresses, and see everything you've done for them in one place.

Every quote, job, invoice and request is tied to a customer, so their page becomes a full history of your work together.

Add a customer

  1. Go to Work → Customers.
  2. Click New customer.
  3. Enter the Name (required), Email, Phone and Address. On Pro, pick an address suggestion as you type to fill in the city, state and zip.
  4. Click OK.

You can also add a customer right from the quote editor with New customer, and customers are created for you when you turn a request into a quote. In the app, tap Customers, then +.

Tip: Add an email address. It's how quotes, invoices, receipts and reminders reach your customer.

Find a customer

  • Search by name, email, phone or tag.
  • Use the filters: All, Leads (no jobs or payments yet) and Owe money.
  • The list shows what each customer Owes and their Lifetime paid.

The customer page

Click a name to open it. You'll see:

  • Contact details: tap the phone, email or address to call, write or get directions.
  • Lifetime paid and Balance owed, plus their next visit.
  • Tags: type your own or pick one like VIP, Commercial or Residential. Tags save as you add them.
  • Internal notes: gate codes, pets, who to talk to. Only your team sees these. They save when you click away.
  • Properties: extra addresses, like a rental or a second home.

From here you can start a New proposal, New job or New invoice already linked to this customer.

History tabs

  • Activity: a timeline of everything: requests, quotes sent and signed, jobs, visits, invoices, payments and emails.
  • Quotes, Jobs, Invoices and Requests: each list shows status and totals. Click a row to open it.

Add a property

  1. On the customer page, click Add in the Properties card.
  2. Give it a Label (like "Lake house"), a Street address and any access Notes.
  3. Click OK.

Edit or delete

  • Click Edit on the customer page (or the pencil in the list) to change details or add a Company.
  • To delete, click the trash can in the list and confirm. Their quotes, jobs and invoices stay, but are no longer linked to anyone.

On your phone

In the app, Customers shows the same list and filters. Open a customer to Call, Text, Email or get Directions, start a New quote, and switch between Work and History. Tap Edit to update their details.

Tip: Want to give a customer their own page with their quotes and invoices? See Client Hub.