Customers

Manage Customers in Contractor Accelerator

Add, edit, delete, search customers or export a customer list.

Add a Customer 

Add a customer to your company's database through the Customers page, or by clicking the Quick Add button to skip steps 1-3 below.

1. Select CRM.
2. Select Customers.
3. Click the Create New Customer button.
4. Complete the required fields. Additional details to consider can be found below.
   • Billing Address: If a billing address is defined, it will be set as the customer's address and appear on invoices instead of the primary address.
   • Email Address: Click the no email checkbox if the customer does not have an email address.
   • Additional Contacts: Enter any additional project contacts that will be CC'ed on all emails that are sent for this project.
   • Phone Numbers:  
     • Click the + to add an additional numbers.
     • Click the X button to delete a number.
     • Cell (Text-Opt In) will opt the customer in to receive text message appointment confirmations and reminders.
     • Cell (Text-Opt Out) will opt the customer out of text message appointment confirmations and reminders. 
   • See Properties and Projects for more information on adding project information.
5. Schedule an appointment.
   • Click the Schedule button to launch the appointment calendar.
   • For more information on scheduling appointments, click here.
6. The system will check for similar records of existing customers to ensure records are not duplicated. The system will check after the customer name, address, email, and phone number have been entered. The results will show on the page after the customer information. A match will be determined based on any of the following:
   • Business Name
   • First and Last Name
   • Address
   • Email
   • Phone Number
7. Click Save.

Edit a Customer 

Edit the customer's contact and billing information.

1. Select CRM.
2. Select Customer to route to a list of all customers.
3. Find a customer by:
   • Using the Search box.
   • Scrolling through the list.
   • Sorting by a column.
4. Select the customer.
5. Select Edit Info on the customer management page.
   • Unsubscribe the customer from all emails by checking the unsubscribe checkbox.
6. Click Save.

Manage Customers

Use the Three-dotted Menu to the right of the customer name to:

• View Details: Route to the customer page with customer details.
• View Properties: Routes to the properties table, showing only the customer's properties.
• Delete: Removes the customer from the database. All pending appointments and sent/accepted bids must be canceled for each project of every associated property. (Functionality only available for primary users.) 

Search, Filter, Sort or Export a Customer List

The table allows you to quickly search, filter, sort, and export data to find the information you need.

Searching and Filtering Data

1. Use the Search Bar – Click into the Search bar at the top of the table and type a keyword (e.g., customer name, city, etc) to find relevant entries. Try to use at least 2-3 letters or numbers without special characters to get better results. 
2. Apply Filters – Click the funnel icon within the Search bar to refine results using specific criteria, such as:
   • Status is equal to In Progress
   • Salesperson is equal to Felipa Franecki
3. If more than one filter is applied, the system will produce only results that are true for all filters. 

Sorting Data

1. Click the arrows next to any column heading to sort the table in ascending or descending order.
2. Sorting applies to numerical, date, and text-based columns.

Exporting Data

1. Click the Export button in the upper-right corner of the table.
2. The data will be downloaded in a compatible format for further analysis or record-keeping.