How do I view and edit customers?
To view or edit customers, go to Manage > Customers. Here you can view the customer's name, address, and balance at a glance.
Use the search or filter features to quickly find the customer you're looking for.
Click on a customer to view:
The following additional details are displayed on the customer page:
- a map showing the customer address
- ONS reference and distance from your business address (as the crow flies)
- the customer's phone number (click to call)
- the customer's email address (click to email)
- the customer's balance
- the customer's annual value
Customer menu
Click the menu icon in the top-right corner of the customer page to access the following options:
-
Add external payment -
Charge customer -
Edit balance -
Edit customerto edit the name, type, contact details, or address -
Add loyalty cardto let customers collect points and automatically redeem them for discounts on other jobs (see How do I add a customer loyalty card?) -
View customer portalto view what the customer can see in the getSoapy customer portal -
View PINto view or change the customer's portal ID and PIN -
Delete customer
Deleting a customer cannot be undone.
Customer Finances tab
By default, the Finances tab on the customer page displays a history of customer invoices and their status (outstanding or paid) and loyalty cards.
You can also:
- select
Show payments & adjustmentsto view all changes to the customers balance - click the menu icon to the right-hand side of an invoice to
Download invoicein PDF format,Edit invoice,Delete invoice.
Deleting an invoice will cancel the total cost of the invoice and the customer's balance will be updated, even if the invoice has already been paid. This cannot be undone, but you can correct the customer's balance later.
- click the menu icon to the right-hand side of a loyalty card to
Cancel loyalty card.
Customer Jobs tab
The Jobs tab on the customer page displays a summary of all jobs linked to the customer. Click the menu icon to the right-hand side of a job to manage the job or click Add a job to add a new job for the customer.
Customer Messages tab
The Messages tab on the customer page displays a history of messages exchanged with the customer and automatic notifications sent to the customer. Toggle Show notification logs off to only view messages. For more information on notification logs, see What are notification logs?
To send a new message to the customer or reply to a message, write a message and click Reply.
For more information on sending messages including using the AI assistant and saved messages, see How do I communicate with customers?
