Customers and conversations

Every person who books with you or asks for a price has one customer record with their phone, email, leads, quotes, jobs, invoices and every text and email.

Find a customer

• Type a name, phone, email or a number like L-1042 or J-1203 in the search bar at the top of any screen.
• Open Customers to see everyone. Click a name to open the record.
• Tick customers to tag them, send them a message, or remove them.
• Duplicates shows people who seem to be in the list twice. Merge them so their history sits in one place.

Conversations

Conversations shows every text, email, call and note with customers.

• Click a name to read the thread and answer from the box at the bottom: text, email or both, a note only your team sees, or a logged call.
• Draft reply writes a starter reply for you to check.
• Use Use template for messages you send often, and Schedule to send later.
• If your Gmail or Outlook mailbox is connected (Settings › Integrations), emails go out from it and replies come back here.
• Texts follow your quiet hours and never go to customers who opted out.