Customers

Open Customers from the sidebar or More on a phone.

Owners, admins, and senior technicians can work the company customer list. Regular technicians typically work from the job in front of them rather than the full CRM. TODO: if a tech can open a customer from a job, mention that as the supported path.

Add a customer

1. Choose New customer (or the equivalent add control).
2. Set whether they are Residential or Business.
3. Enter name, phone, email as you have them.
4. Add a service address. Address autocomplete uses Google and needs a network.

You can keep a separate billing address when it differs from the service location.

On the customer page

Expect to see:

• Contact info and addresses
• Jobs for that customer
• A way to create a new job already linked to them

TODO: document equipment / location fields if they are shown in production UI.

Tips

• Search before creating — duplicate customers split history and invoices.
• Put the service address where the truck should go; routing and Maps links use it.
• Imports from Housecall Pro, ServiceTitan, or Jobber land here too. Review a few records after import.