Customers

Customers are the people and companies you serve. Customer records keep contact details, service history, tags, and the jobs or invoices tied to that account in one place.

The customer list helps office staff search accounts, review contact details, and spot customer tags at a glance.

What you can do from Customers

• Search for a customer by name, company, phone, email, or address.
• Add a new customer before creating work for them.
• Review customer tags such as commercial, residential, HVAC, or maintenance.
• Open a customer record to review related jobs, estimates, invoices, notes, and communication history as those sections expand.

How customers connect to the rest of ToolbagCRM

A customer is the starting point for most contractor workflows. Jobs, estimates, invoices, memberships, and communications all connect back to the customer record so your team can see the relationship instead of hunting across separate systems.