Fieldkit
Help Center

Managing Your Customer List

Quick version: The Customers page shows everyone in your database. Click any customer to see their full profile, history, and contact info. Use the search bar and filter cards to find who you need.

Finding Customers

Search

There is a search bar at the top of the customer list. Type a name, phone number, email, or city to filter the list instantly.

Filter by Source

Above the customer table, you will see four clickable cards:

  • All Customers -- Shows everyone.
  • Manual -- Customers you added by hand.
  • QuickBooks -- Customers imported from QuickBooks.

Click a card to filter the list. Click it again to go back to showing all customers.

Sort the Table

Click on the column headers (Name, Location, Source, Jobs, or Revenue) to sort the table. Click the same header again to reverse the sort order.

The Customer Profile Page

Click on any customer's row in the table to open their profile. Here is what you will find:

At a Glance

At the top of the profile you will see the customer's name, whether they are Residential or Commercial, their status (Active, Inactive, or Do Not Contact), and where they came from (Manual, Google LSA, Referral, etc.).

Four summary cards show:

  • Total Jobs -- How many jobs you have done for this customer.
  • Total Revenue -- How much they have paid you overall.
  • Last Service -- When you last completed work for them.
  • Customer Since -- When they were added to Fieldkit.

Contact Information

Shows their phone number(s), email address, and service address. Phone numbers and emails are clickable to call or send an email. The address links to Google Maps.

Click the pencil icon to edit contact details.

Notes and Tags

Tags help you organize customers. You can add built-in tags like "Top Customer" or "Review Pending" using the Add tag dropdown. Remove a tag by clicking the X on it.

Preferred Customer -- Check this box to flag someone as a preferred customer.

Inactive Customer -- Check this box to mark someone as inactive. Inactive customers are excluded from review requests and automated messages.

Notes -- Free-text notes about the customer. These show up on the profile but can also be edited from the Edit dialog.

History Sections

The profile page shows a full timeline of your work with this customer:

  • Projects -- Multi-visit projects from estimate to completion.
  • Site Visits -- Scheduled inspections or walk-throughs.
  • Estimates -- Quotes you have sent them, with status (Draft, Sent, Accepted, Declined).
  • Jobs -- Service work you have done, with status (Pending, Scheduled, In Progress, Complete).
  • Invoices -- Bills you have sent, with amounts and payment status.
  • Payments -- Payments received, with method (card, check, cash, etc.).

Each section has a button to create a new project, estimate, job, or invoice directly from the customer's profile.

Editing a Customer

  1. Open the customer's profile page.
  2. Click the Edit button in the top right corner (or the pencil icon next to Contact Information).
  3. Update any fields you need to change -- name, phone, email, address, customer type, source, or notes.
  4. Click Save Changes.

Changing a mobile number and SMS consent

When you add or replace a usable 10-digit mobile number, FieldKit shows the same unchecked verbal-consent attestation used on the Create Customer form. Select it only if you received fresh verbal permission from the customer. It records the staff attestation but does not grant consent on its own. FieldKit's service sender sends the exact confirmation message once for that request, with no automatic resend or retry. If that one send fails, FieldKit saves the change and shows a warning that consent remains unconfirmed. Only an exact YES to a matching pending request is the combined direct confirmation for Service SMS and Review Outreach.

If you change the number, make a fresh choice for the replacement number. Do not carry consent forward simply because the customer was contacted at a prior number. A STOP to FieldKit's service sender retains the legacy opt-out and revokes both Service SMS and Review Outreach. START or UNSTOP does not restore canonical consent; it clears only the legacy carrier opt-out. V1 has no same-number resend or re-confirmation control. A future auditable confirmation path, new disclosure version, or genuinely replaced number is required before the scopes can be granted again. In contrast, a STOP to the separate HighLevel review sender ends Review Outreach only. Changing or creating a customer never creates or updates a HighLevel contact; a later eligible-job handoff reads the canonical consent state.

Deleting a Customer

  1. Open the customer's profile page.
  2. Click the Delete button (trash icon) in the top right corner.
  3. Confirm the deletion.

This permanently removes the customer record. Be careful -- this cannot be undone.

Tips

  • Use tags to keep track of customers who need follow-up, have left reviews, or are VIPs.
  • If a customer asks not to be contacted, mark their status as Inactive. This stops automated messages from going to them.
  • For text-message consent, do not infer permission from a saved phone number, a staff checkbox, or a completed job. The customer must confirm directly before automated SMS is permitted.
  • The Revenue and Jobs columns on the customer list help you quickly spot your most valuable customers.
  • You can create a new job, estimate, or invoice directly from a customer's profile page. This saves time because the customer info is pre-filled.

Related