Creating a Customer
A customer record is the home base for everyone you do business with. Every job, quote, and invoice links back to one. Building good records takes a minute and pays off forever.
How to create one
- Customers in the sidebar → Add Customer (top right)
- Fill the New Customer form — only Name is required
- Click Add Customer
You can also create one inline from a job, quote, or invoice's customer picker.
What's on the form
The form has three sections:
Contact Information
- Name (required)
- Phone
Address
- Street Address, City, State, ZIP — used as the default service address on new jobs
Property & Notes
- Property Details — type, size, special considerations (encrypted at rest)
- Access Notes — gate codes, alarm codes, where the key is, the dog's name (encrypted at rest)
- Referral Source — how they found you (see below)
- Notes — any other free-form notes
- Status — New, Active, VIP, Inactive, or Overdue
Property Details and Access Notes are stored encrypted. See Secure Notes for what that means.
Referral Source
Pick where the customer came from: Google, Yelp, Nextdoor, Facebook, Instagram, Referral, Repeat Customer, Yard Sign, Flyer, Home Advisor, Angi, or Other. When you choose Referral, a Who referred them? field appears — type the referrer's name so you can thank them later.
To track marketing ROI by channel, set up paid sources separately under CRM → Lead Source ROI (Business plan).
FAQ
What's the minimum I need? Just a name. But add a phone or email so you can actually reach them, and an address if you'll schedule jobs.
Can I edit a customer later? Yes — open the record and click Edit in the header. The same fields are editable inline.
How do I delete a customer? Open the record → trash icon in the header → confirm. This is a soft delete; their jobs, invoices, and quotes remain.
What does Status do? It's a label for where the customer stands (New, Active, VIP, Inactive, Overdue). Filter the customer list by it and spot follow-ups at a glance.