The 'Customer' section encompasses the primary entity you are working with, be it a property agent, business, or individual.
In simple terms, the customer section refers to the entity listed on invoices.
All your customers can be created and managed from the customer section of your account.
To get a more detailed view of a customer and to manage their information, click on an individual customer. This will open that customer profile.
Addresses and contact information
From this profile, you have the ability to add multiple contacts and multiple addresses.
This is helpful for adding tenant information or information on anyone else who has access to the property.
To add this information, click the "edit" button next to the contact's name.
From this customer edit page, you can then add additional contacts and/or addresses.
For each customer, you can add multiple addresses and specify access contact details.
This allows you to provide the details of another person who might manage access to that address, such as a tenant, letting agent or other party.
This information will be represented via a key icon next to the primary customer address.
If you click on this icon it will open the access information.
If you do have multiple addresses, use the tick box to designate one address as the billing address - this is for invoicing purposes. Other addresses can be marked as site addresses for projects.
You can also assign a primary contact using the tick box.
Projects, events, service plans and analytics
From the customer profile, you will also be able to see all in-progress and completed projects that are associated with that customer.
Any events associated with that customer will also be visible.
If a customer is signed up to a service plan, this information will be visible as will any analytics associated with that customer.
Create a new customer
To create a new customer click "Create Customer".
Fill out the necessary information.
To add additional addresses, click "Go to advanced edit".
Click "Save" once you're done.
Importing customers
If you want to create multiple customers at once, it is possible to bulk-upload customers through the import feature. Find out how in our article on 'Importing your data'.
Deleting customers
To delete a customer, click "Bulk edit".
Use the tick boxes to select a customer or customers you want to delete.
In the right-hand corner, click "Delete".
Confirm you want to delete the customer(s).
