Customers

Your customer base: adding, importing, custom fields, their objects, and what the customer record holds.

• Add a customerAdd a customer by hand — person or business — and record what you need in order to schedule and invoice them.
• The customer recordEverything about one customer on one screen — appointments, subscriptions, objects, notes and details. The screen you open when someone phones.
• Import customersMove your existing customer base across in one go from Excel or CSV — including what to check before you start.
• Add your own fieldsCapture what your trade actually needs — a licence plate, a VAT number, a photo up front — on the customer, on the appointment, on an object or on a staff member.
• Configure columnsChoose which columns the customer overview shows and in which order — including your own fields.
• Customer objectsRecord what your customers own that you work on — a horse, a car, a boiler — and tie each appointment to the right one.
• The customer overviewAll your customers in one list — search it, switch between active and inactive customers, and delete several customers at once.