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WorkSnap Pro

Customer Management

Managing Your Customers

Customer database overview

At a Glance

  • Add customers from Customers > New Customer, or create them on-the-fly when making invoices/estimates
  • Use tags to organize customers (VIP, Commercial, Residential) and filter your list
  • Import existing customers via CSV to get started quickly

Managing Your Customers

Build and maintain your customer database in WorkSnap Pro.

Customer Database Overview

Your customer database stores:

  • Contact information
  • Service addresses
  • Communication history
  • Invoice and payment history
  • Jobs and estimates
  • Notes and tags

Customer Management Topics

Adding and Editing Customers

Create new customers manually or on-the-fly. Edit profiles, view customer history, and merge duplicates.

Customer Tags and Filtering

Organize customers with color-coded tags. Search, sort, and filter your customer list.

Importing and Exporting Customers

Bulk import customers from CSV spreadsheets. Export your customer list for backup or marketing.

Customer Communication Log

Track emails sent through WorkSnap and add notes about calls, visits, and conversations.

Deleting Customers

Remove customers from your database. Understand what happens to linked invoices and jobs.

Customer Best Practices

  1. Complete profiles - Fill in all relevant info
  2. Use tags consistently - Maintain tagging system
  3. Add notes - Document important details
  4. Update regularly - Keep info current
  5. Import early - Bring in existing customers

Mobile Customer Access

On mobile:

  • Quick customer lookup
  • Tap to call or email
  • View customer history
  • Add new customers
  • Access from job sites

Previous: Time Tracking Next: Adding and Editing Customers

What Happens Next

  1. 1Customer profile is created and ready for invoices and estimates
  2. 2Add tags to organize and categorize your customers
  3. 3View customer history including all invoices, estimates, and payments

Common Questions

Can I have multiple contacts for one customer?
Store multiple phone numbers and emails on a single customer profile. The primary email receives invoices and estimates.
How do I merge duplicate customers?
Open one customer profile, click More > Merge, and select the duplicate. All history combines into one record.
Can I delete a customer?
Customers with linked invoices or estimates cannot be deleted to maintain records. You can archive or hide inactive customers.

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