Things to Consider Before You Start
Before creating a new Customer:
Confirm that your Custom Fields settings include the correct Customer Tags and Customer Types.
These options appear in dropdown menus when creating or editing a Customer.
Use Global Search to verify that the Customer does not already exist.
Creating duplicate Customers can lead to accounting sync issues later.
Not all fields are required, but we strongly recommend adding as much information as possible.
This helps prevent double entry and saves time in the future.
Roles and Permissions may affect what you can see or edit within this workflow.
How to Create a Customer
Step 1: Search for the Customer
Use Global Search to confirm the Customer does not already exist.
Step 2: Navigate to Customers
Hover over Directory, then click Customers.
Step 3: Create a New Customer
Click + New Customer in the upper-right corner.
Step 4: Add General Information
Fill in the following fields:
Customer Name (required)
Customer Type
Set up under Customer Types in Custom Fields
Email Address
Typically the person you send invoices to
Only one email address is allowed
Phone Number
You can put whoever you send the bill to
You can disregard the Receive SMS checkbox
Pricebook
Determines how items and labor are priced for this Customer
Custom Pricebooks can be created if pricing varies by Customer or type of work
Step 5: Add the Billing Address
Complete the billing details:
Billing Information
Enter the recipient name here, not the billing address
Address
City, state, and zip code auto-populate when selecting a Google address
Credit Limit
The maximum unpaid balance you allow a customer to carry at any given time before you restrict additional work or require payment.
Tax Code
If the Customer is not taxable, uncheck Taxable and enter a Tax Exempt ID
Payment Terms
Select the default payment terms for this Customer
Invoice Preset
Determines how invoices are formatted and delivered
Optional settings:
Check “This address is also a property” to automatically create a Property using the same address
This removes the need to create the Property separately
You may also add a Business Address
Step 6: Add Other Information (Optional)
Tags
Tags act as organizational notes to help categorize Customers
Examples: high priority, special pricing, top customer
Customer Notes
Use notes to capture helpful details such as preferences, special opportunities, or internal reminders
Step 7: Save the Customer
Click Save Customer in the upper-right corner to finish.
Customer Page Overview
Once the Customer is created, you’ll land on the Customer page.
Left Side of the Page
This section shows key details, including:
Bill To information
Business Address (Ship To)
Number of Properties
Contact Information
Top Section of the Page
At the top, you’ll see:
Customer Name
Status
Tags
Customer Type
Pricebook
Tax Code
Tax Exempt ID
Payment Terms
Invoice Preset
Outstanding Balance
Customer Notes
To make changes, click Edit in the upper-right corner.
Middle Sections of the Page
The middle of the Customer page includes tabs that organize everything tied to the Customer:
Properties
All Properties associated with this Customer
Opportunities
This is for customers with CRM+ Feature enabled.
Contacts
Customer contacts and internal representatives linked to this Customer
Jobs & Visits
All past and current Jobs and Visits
Service Agreements
Active, canceled, and expired Service Agreements
You can also create new Service Agreements from this section
Projects
Construction jobs, referred to as Projects in BuildOps
Accounting
Invoice, payment, and adjustment history
Attachments
Customer-related documents and files
History
A detailed activity log showing timestamps for actions taken on the Customer
Useful for visibility and accountability
How to Deactivate a Customer
To deactivate a Customer:
Click the three-dot menu next to Edit in the upper-right corner
Select Deactivate
Note: Any Properties under this Customer will also be deactivated.You can reactivate the Customer at any time if needed.
