Add Customer

Create a private property/customer record.

Customer & Property

Name * Business Name Phone Number * Property Address * City

StateZIP

EmailTerritory / Route Zone Email Marketing Preference Do not send this customer bulk/marketing emails

Price Quoted Quote Date Service Status Staff Notes

These fields appear prominently inside the mobile Crew App before an employee starts work.

Crew Instructions Access Notes Gate / Access Code Pets / Animals Hazards / Safety Notes Property Latitude Property Longitude

Upload JPG, PNG, or WEBP images. Photos are stored in the protected staff data area and are only displayed after staff login.

Add Property Photos