Adding a Homeowner Customer

Overview

Homeowner customers are your bread and butter for residential contracting. Adding them to BlueClerk lets you create tickets, schedule jobs, send invoices, and maintain a complete work history at their properties.

Step-by-Step Instructions

Adding a New Homeowner

1. Go to Customers in the main navigation
2. Click "Add Customer" or the + button
3. Select "Homeowner" as the customer type
4. Search for or create the customer:
   • Type their name or email
   • If they exist in BlueClerk, select them
   • Otherwise, create a new entry

Creating a New Homeowner Entry

1. Enter contact information:

   • Full name
   • Phone number
   • Email address (optional but recommended)

2. Add their property:

   • Search for the address using Google Places
   • Select the correct address from suggestions
   • The property is linked to your customer record

3. Add notes (optional):

   • Best times to contact
   • How they heard about you
   • Any special instructions

4. Save to create the customer

Adding While Creating a Ticket

You can also add customers on the fly:

1. Start creating a new ticket
2. In the Customer field, type the homeowner's name
3. Click "Create New" if they don't exist
4. Fill in their details in the popup
5. Continue with ticket creation

Automatic Customer Creation

Homeowners become customers automatically when:

• They send you a job request and you accept it
• You're hired from the marketplace for their job
• A builder transfers a property with the homeowner's info

This keeps your customer list up-to-date without manual data entry.

Managing Homeowner Customers

Viewing Homeowner Details

1. Go to Customers
2. Click on a homeowner to view their profile

Profile Sections

• Overview: Contact info and customer since date
• Properties: All their properties you've worked on
• Tickets: Work requests and history
• Jobs: Scheduled and completed work
• Invoices: Billing records

Adding Multiple Properties

Some homeowners have multiple properties (rental properties, vacation homes):

1. Go to their customer profile
2. Click the "Properties" tab
3. Click "Add Property"
4. Search and add the additional address

Customer Settings

Payment Terms

Set default payment terms for this customer:

1. Open customer profile
2. Click "Settings" tab
3. Choose payment terms:
   • Due on Receipt (default for homeowners)
   • Net 10
   • Net 15
   • Net 30

Tax Settings

Homeowners typically pay tax, but in rare cases:

1. Go to Settings tab
2. Toggle tax exemption if applicable
3. This affects all invoices for this customer

Notes

Add notes visible to your team:

• Gate codes or access instructions
• Pet information
• Scheduling preferences
• Special considerations

Tips

• Always verify the email address - it's used for sending invoices
• Add property details when adding the customer to streamline ticket creation
• Use notes for access instructions (gate codes, key locations)
• Keep contact information current - customers move!
• Set up payment terms upfront for smoother invoicing

Common Questions

Q: What if a customer has multiple phone numbers? A: You can add multiple contacts for a customer, each with their own phone number and role.

Q: Can I import customers from another system? A: Contact support for help with bulk imports from spreadsheets or other systems.

Q: How do I merge duplicate customers? A: Contact support to merge customer records. Be careful - this combines all their history.

Q: What happens when a homeowner sells their property? A: The work history stays with the property. You can add the new homeowner as a separate customer.

Q: Can homeowners see the notes I write about them? A: No, internal notes are only visible to your company's users.

Related Articles

• Adding a Builder Customer
• Managing Contacts
• Creating a Ticket