Add and manage customers
Create individual and business customers, search for them, and see their jobs, tasks and notes in one place.
The Customers page is your address book. Customers you add here are available in Inventory and Bench too.
Add a customer
- Choose Customers in the menu, then Add Customer.
- Choose whether the customer is an Individual or a Business.
- Fill in the name (required) and any other details - email, phone, address, notes and tags.
- Choose Save.
Useful extras:
- Company (optional) links the customer to a company so you can see everyone at a business together.
- Tags are comma-separated labels such as "VIP, Repeat, Local" that help you find people later.
- Sync to Bench app marks the customer for use in Bench.
Find a customer
Use the search box to find people by name, email, phone or town.
The customer panel
Select a customer to open their panel, which shows:
- their contact details
- Open Jobs
- Activities & Tasks - calls, emails, meetings, site visits and tasks, which you can complete or add notes to
- Notes you have recorded about them
From a customer you can also View Invoices and open their message history.
Edit or delete
Use the pencil to edit a customer. A customer who has invoices can't be deleted - the invoices have to be dealt with first.