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Manage a customer's contacts and service locations

View and add contacts and service locations, and review lead source and billing, on a customer record.

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Written by Yuli from Onsite

Use a customer's Details tab to add contacts and service locations, and to review their lead source and billing.

  1. In Customers, select the customer.

  2. Select Details.

  3. In Contacts, select a contact to view it, or select Add to add another contact.

  4. In Locations, select Edit location to view a location, or select Add to add a service location.

  5. To review where the customer came from, select Lead source.

  6. To review who pays, select the current billing destination in Bill to.

When you add a contact or location, follow the steps on screen.

Call or message the customer

On web, the customer record also has Call customer and Message customer. In the mobile app, the customer record has Text, Call, and Email buttons.

Important: These options start contacting the customer. Check the recipient before you continue.

Edit, convert, or delete a customer

In the mobile app, open the customer record and select the three-dot icon (⋮) in the upper-right corner. The menu has Edit customer name, Convert to commercial customer, and Delete Customer.

Related articles

  • Add a customer

  • How customers and accounts work

  • Find a customer and their history

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