Creating and Editing a Customer Profile

Creating and Editing a Customer Profile

Add customers before creating quotes, work orders, or invoices. Customer profiles store contact details, service locations, and billing information.

Create a Customer

1

Navigate to Customers

From the left navigation menu, click Customers, then click + New Customer in the top right. The New Customer window will open.
2

Choose Customer Type

At the top of the form, select the appropriate customer type:

Individual

For residential or personal customers.

Company

For businesses or commercial accounts.

3

Enter Contact Information

Required

  • Name (individual or company)
  • Phone number

Optional

  • Email address

Text Message Setting

Enable Receives text messages if the customer should receive:

  • Job notifications
  • Appointment updates
  • Technician status updates

4

Add Optional Customer Details

These fields help with internal organization and tracking.

Role (Optional)

Defines the customer's relationship — for example: Owner, or Other.

Customer Tags (Optional)

Tags help categorize customers for filtering and reporting. Examples: VIP, Commercial, Warranty, Maintenance Plan.

Notes (Optional)

Use for internal information such as gate codes, special instructions, preferences, or communication history.
5

Add Service Location

Click + New Location to add where work will be performed. Service locations allow you to:

  • Schedule jobs
  • Track multiple properties
  • Assign technicians accurately
6

Enter Billing Address

Select Billing address same as service location, or scroll to the Billing Address section and enter a separate address. This address is used for invoices, quotes, and payment records.

  • Street address
  • Unit (Optional)
  • City
  • State
  • Zip code
7

Add Additional Contacts (Optional)

Click Service Location Contact to add extra contacts tied to the service location — for example: an on-site manager, tenant, assistant, or property supervisor.
8

Create the Customer

Review all entered details, then click Create Customer. The customer will now appear in your customer list.

Edit a Customer

Update customer details anytime to keep records accurate.

1

Find the Customer

Go to Customers from the left menu and find the customer using the search bar or filters.
2

Open the Customer Profile

Click the customer's name to open their profile.
3

Click Edit

Click the three-dot menu in the top right and select Edit customer.
4

Update the Necessary Information

Make changes to any of the following:

  • Contact details (name, phone, email)
  • Tags or role
  • Notes
  • Service locations or billing address
5

Click Save

Click Save to apply your changes.

💡 Helpful Tips

  • Check for duplicate customer records before creating a new one.
  • Keep contact details updated for smoother scheduling and communication.
  • Use consistent customer naming to make searching easier.
  • Review imported data carefully before confirming the upload.

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