Manage a customer's emails, phones and addresses

Tap More in the bottom bar, then Customers.

Tap the blue + at the top of the Customers list. On New Customer, fill in Customer Name, the main Email and the main Phone — tap the flag to choose 🇺🇸 +1, 🇨🇦 +1 or 🇬🇧 +44 first.

To add more, tap + Add email under Emails or + Add phone under Phones. Each opens a sheet with the value, Label, Contact name, Roles, the Primary business / Primary service switches and the NOTIFICATIONS switches, all on to start; each phone has its own country. Tap Save to add the row, and tap a row later to change it.

The main email and phone become the Primary Business email and phone, so Primary business stays greyed out on extra rows. An extra row can take Primary service; otherwise the main email or phone is the Primary Service one too.

Scroll to Address. Fill in Label, Contact name, Street Address, City, State / Province / Region, Postal / ZIP Code and Country, then tick Business, Service or both under Roles. As you type a street, suggestions appear — tap one to fill in the city, state and ZIP, or tap Done on the keyboard (✓ on Android) to close the list.

Use the Primary business and Primary service switches to choose which address is primary for each role; with only one address, it’s both. + Add Another Address adds another address and the bin icon removes one.

Tap Create Customer. The new customer appears at the top of the list.

Tap the customer in the list. Contact Info opens first, with EMAILS, PHONES and ADDRESSES sections. Each row shows the value, the contact name and label, and a badge for each role — blue for a primary, grey for a plain role. Primary rows are listed first. A section with nothing in it shows No emails, No phones or No addresses.

Pull down to refresh the list.

Tap the + beside EMAILS, PHONES or ADDRESSES — it opens Add Email, Add Phone or Add Address. Fill in the value, a Label such as the site name, and an optional Contact name, then tick Business, Service or both under Roles.

Emails and phones also have a NOTIFICATIONS section, all switched on to start: Quotes & invoices, Jobs and Follow-ups & reviews, plus Marketing on emails. Addresses have no notifications.

Tap Save; the new row appears in its section.

Before you save, switch on Primary business or Primary service. A contact can be primary only for a role it has — the switch for a role you haven’t ticked is greyed out. Turning a primary on moves it: the contact that held it keeps its roles but is no longer primary for that one.

On Add Address, fill in Street Address and City, then tap Country and choose Canada. State / Province / Region now lists the Canadian provinces — pick one — and enter the postal code under Postal / ZIP Code.

Addresses can be in the United States, Canada or the United Kingdom.

Choose United Kingdom under Country. The state field becomes County (optional) — fill it in or leave it blank — and enter the postcode under Postal / ZIP Code. US addresses keep the list of states.

Tap a row to open it. Change the value, label, contact name or roles and tap Save.

A primary the contact already holds shows switched on and greyed out. To move it, open another contact with that role and switch its primary on. If you untick the role itself, the switch is released, and when you save, that primary passes to the next contact with the role — there’s no extra warning, so check the badges afterwards.

Tap an email or phone to open it. Under NOTIFICATIONS, switch each kind of message on or off:

• Quotes & invoices — quotes, invoices, their follow-ups, receipts and plan billing.
• Jobs — scheduling, reminders and on-the-way updates.
• Follow-ups & reviews — job follow-ups and review requests.
• Marketing (emails only) — campaigns and promotions.

Tap Save. A contact with Quotes & invoices off is left unticked when you send a quote or invoice — you can still tick it for that one send.

If a customer asks you to stop messaging an email or phone, open it and tap Mark opted out under the switches. It takes effect straight away — the sheet closes and a message such as Phone opted out confirms it, with no extra question. Open the contact again and it shows Stopped texts · <date> (or Stopped quote, invoice, job and follow-up emails · <date> for an email) and Marked opted out by your team., with every switch off and locked. It stays on the customer, but it can’t be picked as a recipient.

To undo it, open the contact and tap Turn texts back on (or Turn emails back on). The sheet closes, Texts turned back on confirms it, and the switches are unlocked and on again. The rows on Contact Info don’t mark opted-out contacts — open the contact, or look at the send sheet, to see it.

To work through all of a customer’s details in one form, tap the pencil at the top of the customer, or tap ⋯ and then Edit. Edit Customer lists every email and phone under Emails and Phones, and every address, with the same sheets, roles, primary switches and notification switches as the new-customer form. An opted-out contact shows its locked banner here — mark or undo an opt-out from Contact Info instead. Tap Save Changes to save, or Cancel to leave without saving.

Open the contact and tap Delete email, Delete phone or Delete address. CleanOps asks first. For a contact that isn’t a primary, the message reads <contact> will be removed from this customer. If the contact is a primary, the message names the contact that takes its place — the next one with that role — for example 233 South Wacker Drive, Chicago, IL, 60606 becomes the primary service address; for an email that takes the business slot, it adds that invoices will be sent there — or, if that email’s Quotes & invoices switch is off, but Quotes & invoices is off for it, so invoices won’t be emailed there. If no other contact has that role, it says so — and, when another contact holds the other primary, that the other one is used instead.

Tap Delete to confirm, or Cancel to keep it.

On a quote, tap Send. The Send Quote sheet lists every email under EMAIL and every phone under TEXT MESSAGE, with its name, label and role badges. Each row starts ticked if that contact’s Quotes & invoices switch is on — Pre-checked from each contact’s Quotes & invoices setting. Changes apply to this send only. Tick or untick rows for this send. A contact that’s opted out is greyed out with Opted out by your team · <date> and can’t be ticked.

Tap Send (N) to send, or Cancel. With nothing ticked the button reads Send (0) and is disabled — unless the customer has a portal account, when it reads Send in-app only and the quote reaches them only in their portal. If none of the customer’s emails or phones can receive it, the sheet says The customer has no email or phone that can receive this. (with a portal account: No email or phone can receive this. It goes to the customer’s portal in-app only.)

Other sends — such as an invoice, a follow-up sent now or a maintenance-plan link — let you choose recipients the same way; their own guides walk through them.