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Customer Names Carry Over to Customer Forms
When you're creating a Job, Estimate, or Lead and type a customer's name into the customer search, that name no longer gets lost when you select + New customer. Whatever you typed now carries straight into the new customer form.
This article covers how name carryover works when creating a new customer from a Job, Estimate, or Lead.
What you can do
Type a customer's name into customer search while creating a Job, Estimate, or Lead.
Select + New customer and see the name you typed pre-fill the new customer form.
Edit the pre-filled name before saving, just like any other field.
Who can do what
Role | What they can do |
Any Pro creating Jobs, Estimates, or Leads from the web | Sees name carryover automatically — no setup needed |
Name Carryover on the Web
How it works:
While creating a Job, Estimate, or Lead, type a name into the customer search field.
Select + New customer.
The name you typed carries into the new customer form:
A single word fills the First Name field
A full name (with a space) splits automatically — everything before the first space goes to First Name, everything after goes to Last Name
Your capitalization and spacing are preserved (extra leading/trailing spaces are trimmed)
You can still edit the name before saving.
Focus lands on the First Name field by default, whether or not it was pre-filled.
📌 Note: If the customer search field is empty when you click + New customer, the name fields open empty, just like before.
Good To Know
No regression to existing behavior: Editability, validation, duplicate detection, Cancel/Create actions, and the Homeowner/Business toggle all work exactly as they did before.
Web only: This applies to the web portal's Job, Estimate, and Lead creation flows.
Frequently Asked Questions
What if I only type one word?
It fills the First Name field only; Last Name stays empty until you fill it in.
What if I clear the customer search field after typing something?
The new customer form opens with empty name fields — clearing the search resets the carryover.
Can I still edit the name after it's pre-filled?
Yes — pre-filling just saves you retyping. You can edit either field before saving.
Need help?
We're here for you! Chat with Support using the Blue Chat Bubble in your Housecall Pro account, or give us a call at 858-842-5746.