5. Customers
Owners, managers and admins.
The customer list
Customers lists the people and households you clean for, with their status. Use Search customers (name, email or phone) and Filter by status to find someone. Select a customer to open their page.
Customer statuses are Lead, Active, Paused and Inactive.
Adding a customer
- Select Add customer (on the Customers page or the Dashboard).
- Enter at least the First name. You can also add Last name, Preferred name, Status, Email, Phone, Preferred contact, Source and Internal notes.
- Save, then open the customer to add their property.
Customers converted from a lead start with the status Lead; change it to Active when you start cleaning for them.
The customer page
| Section | What you do there |
|---|---|
| Header | See contact details. Edit details to change them. Change the status with the status control. |
| Properties | Add and edit the homes you clean (see Properties). |
| Recurring service plans | Set up regular cleans (see Recurring service plans). |
| Internal notes | Notes for your team only. Edit notes, then Save notes. |
| Billing | The customer's Outstanding balance, unpaid and paid invoice counts, and Recent payments. |
| Portal access | Invitations and portal users (see Customer Portal). |
Tip: after editing a customer's details, notes or status, check that the change shows on the page. If it does not, the save did not go through: try again.