Managing Customers

Accessing Customers #

Click Customers in the left navigation menu to access the customer management area.

Customer List View #

The main view displays all your customers with:

• Customer name
• Contact information (phone, email)
• Customer type (Residential/Commercial)
• Status (Active, Inactive)
• Number of properties
• Last service date

Searching and Filtering #

Find customers quickly:

• Search Bar: Type customer name, phone number, or email
• Type Filter: Show only Residential or Commercial customers
• Status Filter: View Active, Inactive, or All customers

Adding a New Customer #

Step 1: Basic Information #

1. Click Add Customer button
2. Enter customer details:

• Customer Type: Residential or Commercial
• Name: Full name or company name
• Phone: Primary contact number
• Email: Email address for communications

Step 2: Add Property #

Every customer needs at least one property (service address):

1. Click Add Property in the customer form
2. Enter property details (Property Name, Street Address, City, State, ZIP, Access Notes)
3. Click Save Property

Customer Types #

Residential Customers #

Individual homeowners or renters with typically single property and personal billing.

Commercial Customers #

Businesses with multiple properties, business billing, and maintenance contracts.

Customer Service History ( entire customer ) #

1. Open customer detail view
2. Click Service History or Jobs tab
3. View all past work orders for this customer

Customer Portal (coming soon) #

Customers can access a self-service portal to view appointments, service history, pay invoices, and request service via secure Magic Link login.

Deactivating a Customer #

1. Open customer detail by clicking this icon.
2. Click Archive
3. Customer is preserved but hidden from active lists