Help » Customer Management

Customer Management

Customers Intro Video

How do I create a new customer?

There are a number of ways to create a new customer. The most common ways are:

  • Use the "New customer" shortcut link in the top bar.
  • From the Customers tab click the "New customer" link in the right sidebar.

How do I find an existing customer?

Click the Search tab. Type in a partial customer name or address and click Search.

To search for a customer via contact information, choose "Contacts" from the drop down list and type in a name, phone number or email address and click Search.

How do I edit a customer?

From the customer record click the "Edit customer" link in the right sidebar.

How do I delete a customer?

From the customer record click the "Edit customer" link in the right sidebar. Then click the "Delete customer" link in the right sidebar of the edit screen.

How do I add multiple contacts to a customer?

The new customer form allows the primary contact to be entered. Once the customer has been created, additional contacts can be added by clicking the "New contact" link in the right sidebar of the customer record.

What is the difference between a customer and a contact?

The customer is the "main" record of any person or entity with whom you do business. A customer can have one or more contacts. In the case of a residential customer, the customer and contact will likely be the same. Commercial customers will have the company name as the customer name and the primary contact as the contact person at the business.

How do I import customers or contacts?

Click on the "Import customers and contacts" link in the right sidebar of the Customers tab.

Open your existing spreadsheet of customers or contacts in Excel.

Rename the column headers in Excel according the ServiceSidekick field names shown on the import screen.

Save the spreadsheet as a CSV file.

Upload the CSV file on the import page.

How do I enter notes for a customer?

There is a notes section on the customer record where an unlimited number of notes can be added. Each note will be stamped with the current date and time and employee that created the note.

How do I create tasks related to a particular customer?

From the customer record click the "New" link in the Tasks section and enter the task details.

Why is a new customer in ServiceSidekick not syncing to QuickBooks?

Customers are only pushed over to QuickBooks when there is a job to sync. This is by design and keeps QuickBooks uncluttered from prospects.

What is a work location?

Work locations are a location at which work is performed for a parent company. A common example is a property management company that has many different physical locations at which work is done. By using a work location you can see the entire work history for the parent account.

Why do my jobs from QuickBooks show up as work locations in ServiceSidekick?

Jobs in QuickBooks normally represent one of two things:

  • A location at which work is performed. A common example is a property management company that has many locations at which work is done.
  • One particular job for a customer.

Our sync assumes that a job is a work location. Our synchronization will automatically turn jobs into work locations and link them up appropriately. The result is a hierarchy that looks very similar to QuickBooks.

If this structure does not fit your style of using QuickBooks then custom work can be done to collapse work locations.