How do I view and edit customers?

To view or edit customers, search for the customer or go to Tools > Manage > Customers. Here you can view the customer's name, address, tags, balance and jobs at a glance.

Searching and filtering customers

We've included some saved searches on the Customers page so you can view customers you have unread messages from (Unreads) or customers that owe you payment (Owing).

You can also save your own search by entering a search term or selecting a filter and then selecting Save.

To view archived customers, click the menu icon in the top-right corner and select Archived customers.

To edit, archive or add several customers to a broadcast at once, click the menu icon in the top-right corner and select Select customers, or press and hold a customer.

The customer page

Click on a customer to view:

• Customer details
• Customer menu
• Customer Finances tab
• Customer Jobs tab
• Customer Messages tab

The following additional details are displayed on the customer page:

• a map showing the customer's address
• the customer's address (tap it to open directions in your maps app)
• 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 customer to edit the name, type, contact details, address, preferred name, personalised invoice lead time, notes, or tags

• Communications to edit customer communication preferences (such as promotional broadcasts)
• Notifications to override the notification settings for this customer
• Send notification to send or resend a notification to this customer
• Add loyalty card to let customers collect points and automatically redeem them for discounts on other jobs (see How do I add a customer loyalty card?)
• Add quote to manually add a quote request and send a quote to this existing customer
• Add job to add a new job for this customer
• View customer portal to view what the customer can see in the getSoapy customer portal
• Portal access details to view or change the customer's portal ID (customer code) and PIN. You can also copy the ID, PIN, secure link, or a handy set of instructions to share with the customer

• Archive customer

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 & adjustments to view all changes to the customer's balance
• click the menu icon to the right-hand side of an invoice to Preview invoice details without downloading it, Download invoice in PDF format, Copy links share a link to the invoice with a customer, Edit invoice, or Delete invoice.

• 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 all communication with the customer:

• messages exchanged with the customer
• Broadcasts that this customer was selected for and the delivery status (for example, Sent, Delivered, Opted-Out, Unreachable or Inactive)
• automatic notifications that were triggered for this customer and the delivery status

Toggle Show notifications and broadcasts off to only view messages. For more information on notification logs and the delivery status symbols, see What are notification logs?

To send a new message to the customer or reply to a message, write a message and click Reply.