Customers & contact details

Manage customer records, contact methods and customer relationships.

12 articles

• 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…
• Adding Other Ways to Reach a Customer →A household is rarely one person on one email address. A customer may give you a second email, a spouse's mobile number, a tenant's number or a property manager's address. Instead of creating a second…
• Attach Files to a Customer →ServiceVisit lets you attach files to a customer record. You would use it to keep photos and documents with the customer they belong to, so they are there the next time you open that customer, instead…
• Connect ad accounts and conversion reporting →When a booking that came from an ad turns into work, ServiceVisit can report that conversion back to the advertising platform. On the Attribution setup page you add a destination: Google Ads, Meta…
• Customer Notes →ServiceVisit lets you keep a running list of notes on a customer, in addition to the single notes field on the customer record. You would use it to remember things the next person who deals with that…
• How Contacts Match Customers and Which Address Gets Messages →Once a customer has additional contacts, two questions come up: how does ServiceVisit decide that a new request belongs to a customer you already have, and which of their addresses receives a message?…
• Link customers to properties →ServiceVisit lets you connect a customer to a Property you service, so the record shows which customer the work is for and where. You would do this when you have a Property with no customer yet. From…
• Making an Additional Contact the Primary Contact →Sometimes the person you should be reaching changes. A customer asks you to use their new email, a spouse becomes the main contact, or the number on file is no longer in use. Rather than retyping…
• Manage Customer Files →ServiceVisit lets you tidy up the files attached to a customer record. You would use it when a file was attached by mistake.
• See a customer's overview →ServiceVisit shows a short overview of how your business stands with a customer, so you do not have to open each Job and invoice to find out. You would look at it before calling a customer back or…
• See where your bookings came from →Attribution shows which channels your booked work came from. On the performance view you choose a period, and a table lists each channel and campaign with the requests received, the requests accepted…
• View your customers →ServiceVisit keeps a record of the people and businesses you serve. You would open Customers to look someone up, using the search box, and to open a customer's record to see their details and how you…