Here are the options you have available to edit your customer's profile. Each option can be completed within the customer's profile with ease.
Do Not Service Property
Labeling a customer as "Do Not Service" is a way to identify customers your company would like to avoid doing business with, for whatever reason. For example, you would potentially tag a customer who has a history of missed or invalid payments as Do Not Service.
How can I mark a customer as Do Not Service?
You can mark a customer as Do Not Service from the add/edit Customer box by selecting the square next to "Do Not Service". This option is displayed below the homeowner or business selection option. You can apply this property to new or existing customers.
What does this do?
For customers marked as Do Not Service, a prominent red tag will be displayed on the Customer's profile. This tag will also populate on the Customer Card when you go to create a job or estimate for the Customer. When you search for the customer, the tag will also display within the search results.
FAQ
Can the customer see this?
No, a customer will never be able to see that they are labeled as Do Not Service.
Is this available on the mobile app?
No, this is currently only available on Housecall Pro's web version.
Customer Profile Attachments
Not only can you add attachments to specific jobs or estimates, but you can also attach PDFs or photographs to a customer profile! Customer profile attachments will appear on the customer's profile until you remove the attachment or delete the customer.
Click on 'Customer' in your navigation bar.
Click the customer's name in the list.
In the 'Profile' section, you'll see the 'Customer attachments' box towards the bottom left.
Click the 'Customer attachments' box and select the file you'd like to attach from your computer.
You'll see the attachment appear once it's finished uploading.
Click the '+' sign in the right corner of that section to add more attachments
Click the (X) icon on the attachment to remove it from the customer profile
Adding Attachments to Customer Profiles on iPhone
Customer profile attachments will appear on the customer's profile until you remove the attachment or delete the customer.
Select 'Attachments' on the customer's profile.
Take a photo in the mobile app, or select from your photo library.
Select the size of the image to upload.
The customer's profile will display the number of attachments that have been saved.
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Add Customer Notes
Add (or edit) important notes about your customer that will act as reminders for your company and remain with the profile indefinitely.
Customer Notes:
are internal notes for your company to keep on a customer, property, or services provided (customers cannot see these notes)
can be found in the customer's profile
can be viewed in the web portal and on the mobile app
will remain with the customer profile until you delete them (or the customer profile)
do not carry over to estimate or job notes
This is a great section to include reminders or keep track of key information about the property, customer, or services provided.
Customer notes can include (but are not limited to):
Names
Talking points/interesting facts
Gate codes (unless there are multiple addresses, you'll instead include that in the address note)
The customer needs a call first
Customer notes can be added when creating a brand new customer profile
OR
added to an existing customer profile.
Add Notes to New Customer Profile
Click [+NEW] in your navigation bar
Select 'Customer'
Scroll to the bottom of the 'Add new customer' pop-up
Click on the 'Customer Notes' line and type your notes
Click 'Create Customer' once you've finished inputting all the information
Add Notes To Customer Profile
Click the 'Customers' in your navigation bar
Select the customer profile you'd like to add a note to
In the 'Profile' section, scroll down until you see the 'Private notes' section.
Hit the plus icon to create a new note and click anywhere outside of the box once you've finished.
You can also click the pencil icon to edit an existing note.
You can pin one note with important information by clicking the More button (three dots) and clicking Pin note. This will move that note to the top of all private notes. Only one note can be pinned at a time.
Note: Customer notes can be found in the mobile app by clicking on the customer's name in the job details page.
Add Customer Profile Notes on iPhone
Customer Notes:
are internal notes for your company to keep on a customer, property, or services provided (customers cannot see these notes)
can be found in the customer's profile
can be viewed in the web portal and on the mobile app
will remain with the customer profile until you delete them (or the customer profile)
do not carry over to estimate or job notes
Navigate to the 'Customers' tab located in the bottom navigation menu
Select the customer name.
Select 'Notes' on the customer's profile.
Add or edit the private customer notes.
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Add Address Notes
Add notes about a specific address within the customer profile.
Add Address Notes on the Web Portal
You can use address notes for one or all customer addresses to share information regarding that location internally (customers do not see these notes).
Note: These notes will remain attached to the address (and customer) until you edit or delete them.
To add a note to a customer address:
Click on the 'Customers' icon in your navigation bar
Click the customer profile
Under the 'Profile' section of the customer profile, click the 'More' icon (3 vertical dots icon)
Click 'Edit Address'
Type notes directly into Address Notes section
Click 'Update' to save
You will now be able to view your notes for the address directly on the line below the address.
You can edit at any time by clicking the 'More' icon (3 vertical dots)
View, Add and Edit Address Notes (iPhone)
Keeping track of notes for different locations on iPhone
You have the ability to view address notes in the web portal or on the mobile app once you've added them.
View Address Notes:
Tap the 'Customer' icon
Tap the customer's name
In the customer profile, scroll down to the 'Address' section
In the same line as the address, you can see any address notes in grey
From the Job Details Page:
Click the customer's name
Do not click on the phone or chat icons
Add/Edit Address Notes:
Click into the customer's profile (see steps 1 & 2 above)
Tap 'Edit' in the upper right corner
Tap on the address you'd like to add a note to
Tap on 'Address Notes'
Tap on the screen & type your notes
Click the 'Back' arrow in the top left corner once you've finished
Tap the 'Back' arrow in the upper left corner on the Address page
Tap 'Save' in the upper right corner
You're all set!
Add Customer Tags
Add customer tags to categorize, track, and for reporting purposes.
What are customer tags?
Customer Tags are internal identifiers (meaning customers cannot see them) you can use to distinguish specific customer characteristics such as: referral sources, customer routes, commercial vs. residential, or any other details that identify and or group customers.
You can use tags to filter and search within your dashboard reports.
You can add tags when initially creating a customer profile or any time after that on the web portal or on the mobile app.
Add Tag to Customer Profile
In the video above↑↑ we go over the various ways you can add and delete customer tags from the web portal including; adding customer tags to a customer's profile, add customer tags while creating a new customer, add customer tags while creating a job, existing jobs, and bulk tagging multiple customers at once.
Steps to adding tags to a customer profile:
Click the 'Customers' icon in your navigation bar
Select the customer profile
Once in the 'Profile' section, scroll down to see the customer tags section on the left
Click on the field marked 'Customer tags (press enter)' and type your tag
If your tag has already been used, it will appear in a drop-down list. Click on the tag to add it to the customer profile
And that's it!
NOTE: Tags will remain attached to the customer until you edit or delete either the tag or the customer.
How do I filter my customer list by customer tags?
To filter by customer tag, click on the Customers tab at the top of the page located in your navigation bar
Click the 'filter' button within the customer list next to the customer search bar
Use the side panel to enter the tags you want. To unselect, click the 'X' on the tag to remove the filtered view. You can also choose multiple tags to filter by.
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