Applies to
- Customers
Customer list
The Customers page is owner-only. You can search by customer name, phone, email, or address. The list shows useful context such as open invoice count and upcoming scheduled service.
Archived customers can be shown when you need to find old records without mixing them into active daily work.
Add a customer
- Open Customers and choose the add customer action.
- Enter the full name.
- Add at least one contact method: phone or email.
- Optionally add the first property during customer creation.
- Save the customer before creating schedules or one-off jobs.
Free plan customer limit
Free accounts can have up to 20 active customers. Existing data is preserved, but new active customer creation is blocked after the limit.
Properties
A customer can have one or more properties. A property stores the service address, label, city, state, ZIP, access notes, primary status, and map coordinates when geocoding succeeds.
Jobs, routes, estimates, schedules, and invoices rely on property data. A missing or ungeocoded property can make route maps less useful.
Customer detail tabs
- Properties: add or edit addresses, labels, primary property, and access notes.
- Schedules: create recurring service rules, pause schedules, end schedules, and assign work.
- Jobs: add one-off jobs and review recent work.
- Invoices: review open invoices for the customer.
- Notes: store internal notes and review recent outbound email status.
Warnings and customer status
Customer detail can show operational warnings, including bounced email, unsubscribed email, SMS opt-out, and autopay status. Respect those warnings before sending invoices or messages.
Archive instead of deleting
Archiving keeps old records out of active workflows without deleting history. Use archive for former customers, seasonal pauses that do not need active scheduling, or duplicate cleanup that should retain past invoices.