Customers
Customers are the most essential part of your business. Keeping track of your customers is easy with Trade Service Pro!
Trade Service Pro makes recording your customers' names, phone numbers, and email addresses simple. You can flag specific customers as 'preferred' or 'difficult to please,' and quickly look up a customer's current or previous requests, appointments, or jobs.
To access Customers, click the Customers menu option on the main menu.
Trade Service Pro features a robust searching algorithm that lets you search for a customer using their contact information, regardless of formatting. You can view a searchable list of all your customers from the Customers screen; each customer's name, address, phone, and email address are displayed. Once you find the customer you're looking for, click their name to open their file.
If you have existing customer data in a spreadsheet or another software system, you can import that data into Trade Service Pro.
See Importing Customers to learn more.
When you've selected a customer from the Customers screen, you can view more detailed information about them. From this screen, you can jump straight to a customer's jobs, intake records, invoices, etc., by selecting from the Actions menu.
The main page of the customer editor displays information about the primary contact for the customer. This information includes the customer's name, address, and contact information; this may be all the data you need to capture for your customer. If you wish to record more in-depth information, Trade Service Pro provides many more advanced options.
When creating or editing a customer, you can provide basic information to identify your customer in Trade Service Pro. You can specify if the customer is Residential or Commercial and provide an External ID if you're using other software to track your customers.
Either a Company Name or First/Last Name is required.
See Picklists to set the options for the Type, Prefix, and other dropdowns on the Customer Editor.
Trade Service Pro uses address auto-complete to simplify filling out addresses. Begin typing in the Street Address, and potential nearby addresses will appear. Make a selection, and the address will be applied. Additionally, you can write a description for the address to make it easier to find when you're out on the job.
See System Settings to set the default State when entering new addresses.
When you change an address for a customer, that change will affect any job or appointment referencing that address. Click the Customer Has Moved button to change the customer's primary address without affecting previous jobs or appointments.
Enter as many telephone numbers and email addresses for the customer as you like. Click the ☆ to mark the telephone number or email address as preferred. Phone numbers can be in any format and will be searchable in the Customer List.
The last section on the main page of the Customer Editor is Internal Notes. These notes can be any information you'd like to add; these are only viewable in Trade Service Pro. Internal Notes will not be included in customer emails, proposals, or invoices.
The customer editor has numerous tabs which provide more ways to track information about your customers.
If your customer is another company or just a large household, there may be multiple people you want to keep track of as part of the customer record. Trade Service Pro allows you to store the names and contact information for any number of people you want to group under the same customer file. Access the Contact List by clicking the Contacts tab on the Address Editor.
A First Name is required when adding a contact.
See Picklists to set the options for the Type, Prefix, and other dropdowns on the Customer Editor.
A single customer might have multiple properties that you service. You can access the Address List by clicking the Addresses tab on the Customer Editor. Enter as many different addresses as you like. You can select which address to use when creating a job for a customer with multiple addresses.
If the customer you're editing is a parent customer, its sub-customers will be displayed on the Sub Customers tab. See Parent & Sub Customers for more information.
The Customer Log can track communications or actions taken for the customer. Tracking this information can be helpful when running a team with multiple people so that everyone knows a customer has already been contacted about a late payment, for example. To access the Customer Log click the Log tab on the Customer Editor.
To add a new log entry, click the +Add Log button. The Date/Time defaults to the current time; you can add the details. When you're finished, click Save to complete the log entry.
The Customer Log is not available when creating a customer. The customer must be saved before the Log tab is shown.
Click on the Images/Files tab to manage images and files related to the customer. See Images and Files.
Click on the Forms tab to manage forms related to the customer. See Forms.
Forms are not available when creating a customer. The customer must be saved before the Forms tab is shown.
The Appointments tab displays a list of any appointments linked to the customer in reverse chronological order. See Schedule Overview for more information.
The Options tab of the Customer Editor allows you to mark the customer as Active or Inactive. Set the customer's payment term, discount, and tax override. Apply a tag to the customer to display on their file as well.
