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Guide

Your customer list (CRM)

Every customer you serve, in one place.

  • Customers tile: everyone who has booked with you — plus customers you add manually (name, phone, address, notes).
  • Completed marketplace bookings add the customer automatically.
  • Open a customer to see their booking history, jobs, invoices and notes.
  • Use it to rebook regulars: start a job or invoice directly from the customer record.

Tip: notes are private to your business — record gate codes, dog names, mower preferences.

Test A.TeamJuly 22, 20261 view
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