The Customers list

Everyone you work for, in A to Z order, with search by name, email, or phone.

Customers is the second tab. It lists the people you work for, A to Z.

On a phone, each customer is a card with their name and one line that tells you what is going on:

• Balance due $250 (in red): what they still owe you, across all their jobs.
• Next visit Wed, 11/4: their next visit on an open job.
• Last job 8/28/2026: the date of their newest job, when nothing is owed or coming up. It's a quick way to spot who hasn't called in a while.
• No jobs: they don't have one yet.

Tap the phone or text button on the right to call or text them without opening the customer. The buttons show only when the customer has a phone number.

#Where customers come from

You don't add customers on their own. A customer is created when you create a job for someone new. That keeps the list to people who actually called.

Coming from another app? The owner can bring the whole list over from a spreadsheet. See Import customers.

To start a job from here, tap New job at the top of the list.

#Search

Type in Search to find someone by:

• Name: any part of it. Every word you type has to be in the name.
• Email: any part of it.
• Phone: any part of the number, with or without dashes. 456 finds 123-456-7890.

#Open a customer

Tap a customer to see their details and their jobs. See Edit a customer.

#On a computer

The customers show in a table, with the date of each one's newest job (Last job), and their jobs show on the right.

• Click a row to see that customer's jobs on the right.
• Click the pencil at the end of a row to edit the customer. Their details open in a popup. Click Close to go back to the list.
• Click a job on the right to open the whole job in a popup. You can change and save anything there, the same as on the job page. Click Close to go back to the list.