Customers

27 October 2026

Add, edit and delete customers

Your customer list Click Customers in the menu on the left. Customer management lists everyone you serve, with their phone, compan...

27 October 2026

Brand the customer portal

1. Add your logo The portal shows your logo next to your business name. Without one, it shows your business initials. Go to gear i...

27 October 2026

Customer notes, files and history

Open a customer's record Click Customers in the menu on the left. Find the customer. Type a name, email or phone number in the sea...

27 October 2026

The customer portal: what customers see and how to invite them

What customers see The portal shows your business name and logo at the top, with Client portal under it. The menu has these pages:...

Account and billing

AI

Automations and notifications

Getting started

Integrations

Marketing

Payments

Phone and texting

Requests, quotes, jobs and invoices

Scheduling and dispatch

Troubleshooting

Vehicles and operations

Website and online booking