Managing Customers

Customer Record

Each customer in TradesmanExperts has:

• Contact details (name, email, phone)
• Multiple properties
• Full job history
• Invoice and payment history
• Notes and documents

Adding a Customer

1. Go to Customers in the menu
2. Click + New Customer
3. Enter their details
4. Add properties
5. Save

Customer Portal

Customers can log in to their self-service portal to view invoices, track jobs, and make payments — reducing inbound calls.