Customers & Properties
How to Add a Customer
customers crm new customer
How to Add a Customer
When to use this guide
Use this guide to create a new customer profile so you can assign properties, jobs, invoices, and payments.
Prerequisites
No prerequisites. You can add customers at any time.
Step-by-step
Step 1 — Go to the Customers Module
- Open the sidebar.
- Click Customers.
- Click New Customer.
Step 2 — Enter Customer Details
Fill in:
- Full name or company name
- Email address
- Phone number
- Preferred communication method
- Notes (e.g., access instructions, preferences, gate codes)
All fields are optional except name.
Step 3 — Add Tags (Optional)
Tags help classify customers:
- VIP
- Property Manager
- Airbnb/VRBO Host
- Monthly Client
- Same-day requests
Use these tags to improve dispatching and filtering.
Step 4 — Save Customer
Click Save.
The new customer now appears in:
- Customer list
- Job creation dropdown
- Batch invoice selector
- Reporting section
Common mistakes
❌ “Customer already exists”
Search for:
- Alternate spelling
- Phone number
- Email address
❌ Unable to save
- Required fields missing
- Invalid email or phone format