Customers

Every customer in one place. Their address, their job history, their invoices, their photos.

Where to Find It

The CUSTOMERS tab.

Adding a Customer

1. Tap + New Customer
2. Fill in:
   • Name (required)
   • Phone
   • Email
   • Service address (used for tap-to-navigate from Today's Route)
   • Notes (gate code, dog at the property, preferred entrance — anything you want to remember)
3. Tap Save

Customer History

Open any customer to see:

• All past jobs
• All quotes (with status: Draft / Sent / Won / Lost)
• All invoices (with status: Draft / Sent / Void)
• All attached photos

Editing a Customer

Open the customer → Edit → change what you need → Save.

Quick Actions

From a customer detail:

• Call — opens your phone dialer with their number (mobile only)
• Text — opens your SMS app (mobile only)
• Email — opens your email composer
• Navigate — opens your maps app to their service address
• + New Quote / Job / Invoice — pre-fills the customer

Tips

• Add notes religiously — "side gate code 2849," "dog is friendly," "always ask for Maria not Mike" — these win you repeat business
• Add a customer before you create a quote or invoice so the customer record is the source of truth