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.

Search a Customer

Filter the customer table.

1. Select CRM.
2. Select Customers.
3. Search customer name, business name, email, phone, billing address, or property address.

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.) 

Export a Customer List

Download a list of customers from the customer table. (Functionality only available for primary users.) 

1. Search or filter the customer table as desired.
2. Select Export CSV.
3. The list will automatically download giving you full manipulation of the data within that file.