Adding Customers

Build your customer database for repeat business and efficient service.

Ways to Add Customers

From Customers Page:

1. Go to Customers in the sidebar
2. Click Add Customer
3. Fill in contact information
4. Click Save

While Creating an Estimate:

1. Click the customer dropdown
2. Type a name - if no match, click "Create New"
3. Enter minimal info (name + phone or email)
4. Customer is created and selected

From Import:

• Go to Customers → Import
• Upload CSV with customer data
• Map columns and import

Customer Information Fields

Contact Info:

• First and last name (required)
• Phone number(s) - can have multiple (home, mobile, work)
• Email address
• Preferred contact method

Service Address:

• Street address
• City, State, ZIP
• Service notes (e.g., "gate code 1234", "dog in yard")

Billing Address:

• Same as service (default) or different
• Use different for property managers, landlords, etc.

Customer Profile Contains

Once created, a customer record includes:

• Contact Info - What you entered
• Estimates - All proposals sent to this customer
• Jobs - All scheduled and completed work
• Invoices - Billing history
• Equipment - Installed systems you service
• Notes - Internal notes (customer doesn't see)
• Activity Log - Timeline of all interactions

Tags & Organization

Use tags to segment customers:

• Service type: "HVAC", "Plumbing", "Both"
• Customer type: "Residential", "Commercial"
• Status: "VIP", "Service Agreement", "New Lead"
• Source: "Referral", "Website", "Google"

Tags are useful for filtering and marketing.

Duplicate Detection

HeyJack checks for duplicates when adding customers:

• Matching phone number → "Did you mean [existing customer]?"
• Matching email → Shows existing record
• Similar name at same address → Warning shown

You can merge duplicates from the customer profile.

Customer Notes Best Practices

Add notes that help with future service:

• Access info: "Use side gate, key under mat"
• Billing preferences: "Bill husband at work email"
• Service preferences: "Prefers morning appointments"
• Warnings: "Aggressive dog - call before arriving"

Notes are visible to technicians in the mobile app.