Managing Customers

Customer Management

The Customers section is where you manage your entire customer base. You can add, edit, and organize all customer information in one place.

Adding a Customer

Click the Add button to create a new customer. Fill in the customer's contact details, service address, and any relevant notes such as:

• Name and contact information
• Service address with gate code
• Number of dogs
• Service frequency (weekly, bi-weekly, one-time, etc.)
• Special instructions for the crew

Customer Details

Click on any customer to view their full profile. From the detail page you can:

• Edit customer information
• View service history
• See upcoming scheduled jobs
• Manage invoices
• Add notes

Map View

Switch to the Map View to see all your customers plotted on a map. This is helpful for visualizing your service area and planning routes.