In this article, you will learn how to build your client database by creating a new customer account and navigating their complete profile on the mobile app.
Maintaining accurate and detailed customer profiles helps streamline communication, ensures field technicians have precise location details, and provides a centralized view of financial and service histories. By keeping complete records, your business can deliver highly personalized service and manage work orders efficiently from anywhere.
Adding a New Customer Profile
In order to create a new customer record, you will need to access your client list on the JobyDesk mobile app.
1. Access the Customer Section:
Tap the Customers tab on the bottom navigation bar, then tap the + New button at the top right of your screen.
2. Enter Contact Information:
Fill out the primary customer details:
- Enter the client’s First Name and Last Name.
- Add an optional Company Name if this is a commercial account.
- Enter their primary phone number, with options to add a secondary phone number and an email address for digital communications and invoicing.
- (Optional) Tap + Add Another Contact to log an additional contact’s name, role or relation, direct phone number, and email address.
3. Set Service and Billing Addresses:
Tap the street address field to search and select the client’s service location.
- The system defaults the billing address to match the service address.
- Toggle the option to input a separate billing destination if the billing address differs.
4. Complete Additional Details:
Categorize the customer and finalize the profile:
- Select Profile Tags to categorize the account.
- Choose an option from the Source drop-down to track how the customer found your business.
- Add internal context in the Notes box, then tap Save Customer.
Note
By default, JobyDesk automatically sets the billing address to match the service address. If your client requires invoices sent to a distinct accounting or home address, remember to switch the toggle to enter a unique billing destination before saving.
After saving, you will be taken to the active profile where you can view total revenue, due balances, and estimates, or switch tabs to manage their jobs, billing history, and notes. To update information later, tap the Pencil icon in the top right corner.