Adding and Editing Customers

Create and maintain customer profiles in WorkSnap Pro.

Adding Customers

Create Customer Manually

1. Navigate to Customers
2. Click New Customer or +
3. Fill in customer details
4. Save

Create While Making Documents

When creating an invoice or estimate:

1. Click New Customer in customer field
2. Enter basic details
3. Customer created and selected
4. Complete full profile later

Customer Information

Contact Details

Field	Description	Example
Name	Customer name	John Smith
Company	Business name	Smith Enterprises
Email	Primary email	john@example.com
Phone	Primary phone	(555) 123-4567
Mobile	Cell phone	(555) 987-6543

Addresses

Store multiple addresses:

Type	Use
Billing Address	For invoices
Service Address	Work location
Additional	Other locations

Additional Information

• Secondary email
• Fax number
• Website
• Notes
• Custom fields

Customer Profile View

The customer profile shows:

Overview Tab

• Contact information
• Tags
• Quick stats (total invoiced, paid, outstanding)

History Tab

• All invoices
• All estimates
• Jobs
• Payments
• Communications

Notes Tab

• Internal notes about customer
• Not visible to customer

Editing Customers

1. Open customer profile
2. Click Edit
3. Update information
4. Save changes

Merging Duplicate Customers

If you have duplicate customer records:

1. Identify which profile has the most complete information
2. Manually update the primary profile with any missing details from the duplicate
3. Reassign any invoices, estimates, or jobs from the duplicate to the primary customer
4. Delete the duplicate profile

Tip: For bulk merging or complex duplicate situations, contact support for assistance.

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