Customers

Customers are the people or companies associated with your work in Contractor Accelerator. Each Customer can be connected to one or more Properties, with Projects used to organize the work associated with those Properties.

Customers can be created directly from the Customers page or by converting an existing Lead to a Customer.

Use the Customers table to create, find, filter, and manage Customer records. Once you open a Customer, Customer Details gives you access to their Activities, Tasks, Properties, Projects, contact information, Customer Portal, and more.

Table of Contents

• Access Customers
• Create a Customer
  • Create a New Customer
  • Convert a Lead to a Customer
• Find & Open a Customer
• Edit a Customer
• Search, Filter, Sort & Export Customers
• Manage the Customer Table

Access Customers

Select Customers from the left navigation to open the Customers table.

From the Customers table, you can search for existing Customers, open Customer Details, export Customer information, or create a new Customer.

Create a Customer

There are two ways to create a Customer in Contractor Accelerator:

• Create a New Customer directly when you are ready to create the Customer, Property, and Project.
• Convert a Lead to a Customer when the person or company has already been entered as a Lead.

Create a New Customer

There are two ways to start a new Customer:

• Go to Customers and select New Customer.
• Select the blue + button at the top of Contractor Accelerator and select New Customer.

The New Customer page allows you to create the Customer, their first Property, and their first Project together.

Customer Information

Enter the Customer and Property information, including:

• Business Name, if applicable
• Customer First Name
• Customer Last Name
• Project Address
• Address 2
• City
• State/Province
• Postal Code
• County
• Township
• Customer Email
• Customer Phone

If the Customer's billing address is different from the Property address, select Is the billing address different? to enter a separate billing address.

Select No Email if the Customer does not have an email address. Select Unsubscribe if the Customer should be unsubscribed from email communications.

You can add multiple phone numbers using the + button and designate one as the Primary phone number.

Additional Contacts

Use Additional Project Contacts to add other contacts associated with the Project.

Enter the contact's Name, Phone, and Email. Use the + button to add additional contacts as needed.

Project Information

When creating a new Customer, you will also create their first Project.

Enter or select the applicable Project information:

• Project Name
• Salesperson
• Primary Marketing Source
• Secondary Marketing Source
• Project Type
• Priority
• Summary

The Summary can be used to capture additional information about the Project, such as budget, timing, requirements, or other information your company collects.

Project Note

Use Project Note to add an optional internal Note to the Project.

Turn on Pin Note if the Note should appear with the Project's pinned Notes for easy reference.

Schedule an Appointment

Select Schedule to create an Appointment for the Project while setting up the Customer.

Introduction Email & Customer Portal

Before saving, you can also choose whether to:

• Send Introduction Email
• Enable Customer Portal

When you are finished, select Save to create the Customer, Property, and Project.

Convert a Lead to a Customer

If the person or company already exists as a Lead, convert the existing Lead instead of creating a new Customer.

1. Select Leads from the left navigation.
2. Find and open the Lead.
3. Review or edit the Lead information as needed.
4. Select Convert from Lead Details.
5. Complete the Customer and Project information and save.

Information collected while the record was a Lead can be carried into the Customer creation process, helping you move from an initial Lead to a Customer without starting over.

For more information about creating and managing Leads, see the leads article.

Find & Open a Customer

Select Customers from the left navigation to view the Customers table.

Use Search, filters, sorting, or the available table columns to find the Customer you need.

Select a Customer from the table to open Customer Details.

Customer Details is where you can view and manage information associated with the Customer, including:

• Customer Overview
• Activities
• Tasks
• Properties
• Projects
• Customer information
• Customer Portal
• Customer Statements

For a complete breakdown of these options, see customer details articles.

Edit a Customer

Customer information can be edited from Customer Details.

1. Open Customers from the left navigation.
2. Find and open the Customer.
3. Locate the Customer Info panel.
4. Select the three-dot menu (⋮) in the upper-right corner.
5. Select Edit Customer Info.
6. Make your changes.
7. Select Save.

From Edit Customer Info, you can update information such as the Customer's name, Business Name, billing address, email, phone numbers, email preferences, and Customer Portal access.

For additional options available from Customer Details, see [Customer Details].

Search, Filter, Sort & Export Customers

The Customers table can be customized to help you quickly find and work with the Customer records you need.

Search

Use the Search field at the top of the Customers table to search Customer information.

Filter

Select the filter icon in the Search field to narrow the Customers displayed in the table.

Multiple filters can be applied at the same time to create a more specific list.

When filters are active, an indicator appears on the filter control so you can quickly see that the table is filtered.

Sort

Select a column heading or its sort arrows to sort the Customers table by that field.

Export

Select Export to download Customer data from the table.

👉 Learn more about CRM Data Table Tools

Manage the Customer Table

You can customize the Customers table to show the information that is most useful to your company.

Select the column settings icon on the right side of the table headings to manage the available columns.

Depending on the field, table tools allow you to:

• Show or hide columns
• Reorder columns
• Sort information
• Apply filters
• Use multiple filters together
• View available column totals
• Export table data