Customers & Sales | Workspace
Manage customers and customer portals
Create a complete customer record, track history, and share a secure customer portal.
Sign in to your company workspace to use the related controls.
What this section includes
- Add or find a customer
- Add service locations
- Review the timeline
- Create the next action
- Share portal access
Start-to-finish instructions
Add or find a customer
Search before creating a record to avoid duplicates, then enter the customer’s preferred contact details.
Add service locations
Keep billing and service addresses separate when work is performed at a different property.
Review the timeline
Use the customer record to see leads, estimates, jobs, invoices, messages, and notes in context.
Create the next action
Start an estimate, booking, job, invoice, message, or internal note from the customer record.
Share portal access
Open Customer Portal Links, create or refresh the secure link, and send it only to the intended customer.
Helpful tip: Confirm contact consent before sending marketing messages.
What success looks like
- The record is saved, the status is correct, and the next person can see what to do without asking for missing details.
Common problems
- If a button or page is unavailable, confirm your company, plan, role, and the status shown on the page before retrying.