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Build your customer database

Most workflows allow you to create customers as you work, but proactively building a database ahead of time has so many benefits that go beyond just saving time. It can be a great tool to help you grow your business.

Summary of Essential Steps

Plan your database

Here are some things to consider before you start adding customers.

  • Clean up your data.
  • Set standard formatting for names, company name, and addresses.
  • Think about customer names. If you use the email feature, the template automatically pulls data from this field for the message greeting.
  • The best naming convention for duplicate customer names to avoid confusion.

Taking the time to plan now will avoid extra time spent later to make changes.

Start adding customers

  1. If you are on desktop, go to the left sidebar. If you are in the mobile app or in a web browser on a mobile device, go to the hamburger menu in the upper left corner.
  2. Click on Customers.
  3. If you are in the mobile app or in a web browser on a mobile device, click Actions in the upper right corner.
  4. Select Add Customer.
  5. Enter the name of your customer. This can be a person's full name or a company name.
  6. Enter your customer's primary email address. This field is optional, but a valid email address is required to send messages and notifications.
  7. Enter your customer's primary phone number.
  8. Begin entering your customer's primary address. A valid zip code will automatically populate city and state.
  9. Use the notes section to add any key information you need to remember about this customer. The notes are internal and will not be displayed in any customer communications.
  10. Click Create.
  11. Repeat this process until all customers are added.

More ways to use your customer database

Here are a few suggestions for other ways to use your customer database to manage and grow your business.

  • Keep notes on each customer about special requests, preferences, and past interactions to help strengthen the relationship and ensure you keep meeting their expectations in the future. Remembering the details lets them know they are a valued customer.
  • Review the list periodically to keep a pulse on your customer base. Identify the regulars who have been with you for years and flag first-timers so you remember to reach back out to win their business again.
  • Create email blasts for sales and marketing communications.
  • Use project history to see seasonal trends and project future workload. Then, send proactive reminders to schedule jobs early.