Add, manage, and organize your customer database.

Customers

Your customer list is the heart of your shop. Every job, invoice, and communication ties back to a customer record.

Adding a Customer

1. Click Customers in the sidebar
2. Click the add button to open Add New Customer
3. Fill in their details:
   • Name: first and last, or a business name
   • Email: needed to email invoices and status updates
   • Phone: needed for SMS updates
   • Address: optional, useful for on-site service

Importing and Exporting

You can import customers from a CSV file, up to 500 rows at a time, and export your customer list to CSV from the Customers page. To bring over past jobs as well, use Import on the Jobs page (see Jobs); it matches or creates customers as it goes. Past invoices and payments are not imported.

Customer Profiles

Click any customer to view their profile, which includes:

• Contact Info: email, phone, address
• Jobs: every job you've done for them, with status and dates

Searching & Filtering

Use the filter box at the top of the Customers page to find a customer.

Editing a Customer

1. Open the customer's profile
2. Click Edit
3. Update any fields
4. Click Save Changes

Customer Portal

Your customers can look up their own jobs from your shop's public page. From there, they can:

• See their jobs and each job's current status
• See their invoices and what is still due
• Book new appointments (if online booking is enabled)

Learn more about the Customer Portal.