Customers in the app

The Customers tab lists everyone you work for. Everyone on the team can see it.

Find a customer

Type in the search box: a name, phone number, email or street. People who see prices can also switch between All, Leads and Owe money. A Lead badge means they haven't hired you yet; an amount in orange is what they owe.

A customer's page

• Their address, phone, email and tags.
• Call, Text, Email and Directions.
• If you see prices: Lifetime paid and Owes.
• New quote for … starts a quote for them (if you can work on quotes).
• Notes, like gate codes or pets.
• Details: your business's own fields (Pro and Growth). See below.
• Property or Properties: each service address, with its own Property details.
• Work: their jobs, quotes, invoices and requests. Tap one to open it. Crew don't see quotes or invoices.
• History: a timeline of what's happened: requests, quotes, signatures, jobs, visits, invoices, payments and emails.

Add a customer

1. Tap +.
2. Fill in Contact: name, company, phone and email.
3. Fill in the Service address. The street field suggests addresses as you type; pick one to fill in the city, state and ZIP.
4. Add Notes if you like, then tap Save.

To change a customer, open them and tap Edit.

Details (custom fields)

The Details and Property details cards show the fields your business set up on the web, like a gate code or how they found you.

1. Tap Edit on the card.
2. Fill in the fields. Fields marked * are required.
3. Tap Save.

Custom fields are set up on the web. Deleting customers is done on the web too. See Manage customers.