Customers

The Customers area (shown as Contacts in the Office app) is where your team manages active customers and leads, works the pipeline, and keeps account details accurate.

In This Section

• Managing Customers - Module overview, access rules, and core daily workflows
• Contacts Table and Map Views - Search, filter, switch views, and run bulk actions
• Contact Detail Workspace - Work inside customer and lead detail sections
• Adding and Managing Customer Contacts - Add phone numbers, emails, and notification preferences to a customer's profile
• Edit Customer Drawer - Update name, billing terms, source, tip, preferences, tags, and internal notes
• Customer Attachments - Store and manage files and documents on a customer record
• Service Locations - View and manage properties, rooms, and recurring service plans
• Customer Notes - Add and manage internal notes and support tickets on a customer record
• Customer Jobs - View scheduled jobs, technician history, inspections, and scorecards
• Quotes and Agreements - Review signed agreements and quote pricing on a customer record
• Customer Invoices - View invoice history, outstanding balances, and overdue amounts
• Customer Billing & Payments - Manage payment methods, billing addresses, auto-pay, and transaction history
• Customer Profile Tab - Manage contact methods, technician preferences, and portal account
• Customer Portal Login and Help - Where customers log in, inviting existing customers, and lockouts
• Customer Overview Tab - Stats, contact shortcuts, jobs timeline, and payment status at a glance
• Service Sets - Add and manage recurring service plans within Service Locations
• Managing Rooms - Build the Room Master and assign rooms to service sets
• Add Service - Add a service to a property from the full page quote
• Add Property Drawer - Add a new service location (home, office, or other property) to a customer's account
• Edit Property Drawer - Update a property's address, specs, access details, service instructions, and internal notes
• Add Note Drawer - Create internal notes and open follow-up tickets on customer, lead, and technician records
• Add / Edit Billing Address Drawer - Add or update billing addresses used on a customer's invoices
• Add Payment Method Drawer - Add credit cards, debit cards, and bank accounts to a customer's profile
• Customer Pulse Connect Tab - Send and view SMS and email messages directly from a customer's detail page
• Lead Convert Drawer - Convert a lead into an active customer with pre-filled details, property, service, and scheduling
• Classic Experience Mode - Switch to the Classic layout for Customer Details, Home Details, and estimates