Customers and booking
Customers and multiple properties
One customer, several addresses, and the history at each one.
Adding a customer
Add them from the Customers page, or from the top of the customer dropdown while you are creating a job, an estimate or an invoice — you do not have to break off what you are doing.
More than one address
A landlord with six rentals, or a business with two sites, is one customer with several properties. Add each address as a property on their record and pick the right one when you book the job.
The history at an address
Every job, note and photo for a property stays on it. When a customer rings about something you did eight months ago, it is there.
Finding someone fast
The customer list searches on name, address, phone and email.
More in customers and booking
Still stuck?
Email us and you will get a reply from the people who built it, within one business day on every plan.
Contact us