Add Customer Records

Use one saved customer for each person or business you serve. Open Customers > Add Customer, choose Business or Person, fill in the details, and save. Owners, managers, dispatchers, and front desk can manage customer records according to their role.

Add From Customers

• Business name or contact name: at least one is required. Choosing Business requires a business name. Business puts the company first; Person puts the person's name first.
• Phone: required, 10 digits. Use the separate Ext. field for a business extension.
• Billing address, city, state, and ZIP: required. Save the actual work sites separately.
• Email, extra contact details, and notes: add what you know.

The same form can open from a lead or Colab with known details filled in. In that flow, phone and billing-address fields can stay blank; entered details still need to be valid. Review before saving and linking. Create Job's quick client entry is a different form and can also accept less information.

People, Sites, and Related Customers

Use Contacts for the super, office manager, or accounts payable person. A contact can have two phone numbers. Use Service locations for branches and buildings. Use Part of when a branch or property needs a separate customer record under a parent. See Group Customers Under a Parent.

Set Who pays the bills? to avoid addressing bills to the person who only arranged access. See Choose Who Gets a Customer's Bills.

Secure Details

Save key codes, bitting, safe combinations, and vehicles in their dedicated sections. Save location-specific keys and repair notes under the address they belong to. Sensitive details have separate access rules; seeing a customer does not give every role access to its codes.

For a list that applies across this customer's addresses, choose Import list beside Key Codes. Upload CSV or TSV, or paste spreadsheet rows with Code and Label headings. Key type and Notes are optional. Preview before importing. Exact duplicates are skipped, existing codes are kept, and the total can contain up to 200 codes. For a masterkeying list at one address, open that service location's Secure details, then choose Import list under Masterkeying.

Find an Existing Customer

Search Customers by contact or business name, email, or phone, including saved extra emails and numbers. Use Search anything for property and service-address matches to find the customer behind a site. The Customers list itself searches names, email, and phone rather than addresses. You can also search when picking a customer on a job. See Find Keys and History for an Address.

Last reviewed October 12, 2026.