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Customers

Add customers, validate addresses, and use customers as route stops.

Customers are the people, homes, businesses, or service locations you visit.

Examples:

  • Grooming customer
  • Pet sitting customer
  • Dog walking customer
  • Landscaping customer
  • Cleaning customer
  • Pool service customer

Add a customer

  1. Open Manage > Customers.
  2. Choose the add button.
  3. Enter the customer name.
  4. Use address search to find the customer address.
  5. Review the address.
  6. Save the customer.
Customer detail screen with address fields
Customer addresses must be validated before the customer can be used as a route stop.

Address validation

Customers need validated addresses before they can be added to routes.

If an address cannot be validated, correct it before saving the customer.

Import customers

If you already have a spreadsheet, use Manage > Imports to import customer records.

See Import customers.

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