The Customers area is your VIP list—every homeowner, property manager, and commercial client lives here with all their history, notes, invoices, and messages in one click.
How to Get Here
Left sidebar → Customers
1. Add a Customer Manually (30 Seconds)
Click Add Customer (top-right)
Fill name, phone, email, address, tags, notes → Submit
Pro tip: Every new booking auto-creates the customer—so you’ll rarely need this button once you’re rolling.
2. Bulk Actions (Save Hours)
Check one or more boxes → top menu:
Send Registration Link → customers create their own login for the portal where they can view their bookings.
Delete → remove test or old records
3. Quick Actions (Three Dots)
View → full profile
Edit → Quick update for phone, tags, etc.
Send Registration Link → one-off invite
Delete
4. Search & Filters (Find Anyone Instantly)
Right sidebar:
Search by name
Filter by Status (Active/Inactive)
Filter by Tags
5. Customer Profile – Everything in One Place
Click any name and you’ll see:
Basic info + saved addresses
Upcoming jobs & active invoices
Payment methods on file
Bookings tab → their personal calendar
Messages → text or email them instantly
Notes → “Prefers morning appointments”
Tasks → create follow-ups that auto-link to this customer
Open Invoices → collect with one click
Bonus: Click Create Booking inside any profile → form auto-fills with their info. Zero typing.
If you need help managing or importing your customer list, reach out to our support team or use the Help Center for more guides.