Customers
Add and manage builders, homeowners, and business customers
9 articles in this category
Adding a Builder Customer
Add home builders and construction companies as customers
Adding a Business Customer
Add commercial businesses and property management companies as customers with automatic address verification and multi-location support
Adding a Homeowner Customer
Add individual homeowners as customers for residential work
Auto-Select Single Customer Address
When a customer has only one address, BlueClerk automatically selects it on invoices and estimates
Customer List Performance
Fast search and filtering with optimized queries
Customer Thank You Emails
Send personalized thank you emails when customers reach job milestones or anniversaries
Job Follow Ups
Send post-job thank you messages via email or SMS to completed jobs
Managing Contacts
Add and manage multiple contacts for your customers
Managing Contractor Leads
Track and manage sales leads through your pipeline with review workflow, status management, badge counts, and inline edit dialog