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
- Click Customers in the sidebar
- Click New Customer
- Fill in their details:
- Name (required)
- Email — needed for invoices and notifications
- Phone — needed for SMS updates
- Address — optional, useful for on-site service
- Notes — anything you want to remember about this customer
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You can also create a customer on the fly when creating a new job — just click "New Customer" from the job creation form.
Customer Profiles
Click any customer to view their full profile, which includes:
- Contact Info — email, phone, address
- Job History — every job you've done for them, with status and dates
- Invoices — all invoices sent to this customer
- Notes — internal notes visible only to your team
- Devices — tracked devices associated with this customer
Searching & Filtering
Use the search bar at the top of the Customers page to find customers by:
- Name
- Phone number
Results update as you type.
Editing a Customer
- Open the customer's profile
- Click Edit
- Update any fields
- Click Save
Deleting a Customer
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Deleting a customer also removes their association with jobs and invoices. Consider archiving instead if you want to keep historical records.
To delete a customer:
- Open their profile
- Click Edit → Delete Customer
- Confirm the deletion
Customer Portal
Your customers can access their own portal at your shop's public page. From there, they can:
- View their open jobs and status updates
- See past invoices
- Book new appointments (if online booking is enabled)
- Pay invoices online
Learn more about the Customer Portal.