Add a customer

Everything about a building lives on its customer: contacts, entry, scans, photos, floor plans and estimates.

Add one

1. On the Customers tab, tap +.
2. Choose Residential or Commercial. This decides which rates apply.
3. Enter the name and address. Use Current Location fills in the address when you're standing at the building.
4. Commercial: pick the Business type (or describe it).
5. Parking — where to park, loading dock, permits.
6. Occupancy — vacant; residential rentals and move-in / move-out cleans.
7. Entry Requirements — add every way in: key on file (tag #), key pickup, key left on site, garage code, lock box code, door code, someone meeting you. Codes are hidden until you tap them.
8. Entry Notes — check-in steps, alarm instructions, who to ask for.
9. Lead Source — how they found you.
10. Rates — leave on Standard, or pick a contract rate set for this customer.

Billing and terms

• Billing — leave Bill to the site address on, or enter a different bill-to name (a management company) and billing address. It prints as Bill To on proposals and goes on QuickBooks invoices.
• Payment Terms — use the company's, or set this customer's own (Net 30…).

Contacts

Add contacts with name, role, phone and email, and mark who they are — one person can be all three:

• Decision maker — approves the work. Proposals are addressed to them.
• Billing contact — gets a copy of proposals, and invoices.
• Service / on-site contact — who techs call on service days.

Tap a contact to edit it; tap a phone number or email to call or write. The screen reminds you if a role is missing.

Find customers later

• Search by name, address, business type or notes.
• Filter Residential / Commercial.
• Archive customers you no longer serve (swipe left). They're hidden, not deleted — find them under Filter → Archived.

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