Customers

Customer records, sites, contacts, equipment history, portal access, merge.

Customers are the center of gravity. Almost every record links back to one. The Customers feature covers the record itself, contacts, multiple sites, equipment history, portal access, geocoding, and the merge tool.

The Customers list with name, type, contact icon menus, and last service date columns — The Customers list. The contact column's phone and mail icons dial or compose without opening the record.

The customer record

Field	What it drives
Name	Display name on every document, in search, in nav.
Type (Residential / Commercial)	Default Price Book tier (Commercial -> Commercial price).
Membership Status	If Member, the Price Book defaults to the Member tier.
Phones / Email	The SMS and email channels for invoices, surveys, and portal links.
Billing address / Service address	Two separate addresses; the service address geocodes for the map and the slot finder.
Source	How the customer arrived (referral, web, ad, repeat). Analytics -> Lead Pipeline uses it.
Tax exempt	Invoices skip tax for this customer.
Access instructions	"Code 4827 at the gate, dog in the yard." Surfaces on the tech's My Jobs page.
Portal Token	The unguessable token in their portal URL. Rotatable.

Tabs on the customer detail

Details, Jobs, Sites, Equipment, Portal, Files, and Custom Fields. Contacts and notes sit inline on the Details tab rather than getting tabs of their own.

A customer detail page showing phone, email, service address, a primary contact card, and a note — A customer detail: contact methods across the top, tabs down the side, contacts and notes below.

Multi-site customers

One customer, several service addresses, which is common for property managers and multi-location commercial accounts.

Customer detail -> Sites -> + Site.
Address (auto-geocodes), an optional nickname ("Building B"), an optional on-site contact.
When you create a Job, pick the Site. The job's service address becomes that Site's address.

The Sites tab on a customer showing two service site cards, one flagged Primary — A commercial customer with two service sites. Jobs are booked against a site, not just the customer.

Merge duplicates

Duplicates happen. Customer detail -> Actions menu -> Merge into.... Pick the record to keep. Every job, invoice, estimate, equipment, note, and attachment moves to it, and the duplicate is soft-deleted with a link back to the survivor.

The Equipment tab on a customer listing two AC units with their condition — Equipment tab: every unit you've touched at this customer, with condition.

Geocoding

Service addresses geocode on save. The coordinates power the Map, the slot finder's distance math, and route building. A failed geocode keeps the customer off the map until you fix the address.

CSV import

Bulk-load from your old system: Settings -> Data -> Import -> Customers (or /import). Download the template, map your columns, preview mismatches, commit in one pass.

Plan tier

Customers is on every plan.