Add and edit customers
ServiceVisit lets you add a customer and keep their record up to date. You would add one when a new person or business calls, so that you can then create a Job or an invoice for them. On the Customers page, Add Customer opens the form. If you enter an email address or a phone number you can also ask ServiceVisit to send a verification email or text message at the moment you save.
You can also edit an existing customer, and where a customer is linked to a Property you can change the type of that relationship and your own notes about it.
Adding customers builds on viewing them. Linking a customer to a Property is a separate action, and so is deleting a customer.