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. Fill in customer details:
   • Name (required)
   • Email (optional but recommended for invoices)
   • Phone (optional, formatted automatically)
   • Address - Start typing and select from Google Maps autocomplete if available
   • Suite/Unit (optional)
   • City, State, Zip (auto-filled if using Google Maps)
   • Subdivision (optional) - Search for existing or create new
5. Click "Add Homeowner" to save

Inline Homeowner Creation

You can also create homeowners on-the-fly when:

• Creating a ticket - Click "Add New Customer" in the customer selection
• Creating an invoice - Click "Add Customer" in the customer selector
• Creating an estimate - Click "Add Customer" in the customer selector

This saves you from navigating away and lets you continue your workflow.

Customer Details

Required Information

• Full Name: The homeowner's name as it should appear on invoices

Optional but Recommended

• Email: Needed for sending invoices and estimates electronically
• Phone: For scheduling and customer contact
• Address: Creates a property automatically and enables Google Maps features

Subdivision Assignment

If the homeowner lives in a subdivision you work with:

• Search for the subdivision by name
• Select from results to link the customer
• Or create a new subdivision if it doesn't exist yet

Subdivision assignment helps you:

• Track work by neighborhood
• Group customers geographically
• Coordinate with builders on warranty work

After Adding a Homeowner

What Happens Next

• Customer appears in your list under Customers > Homeowners
• Property is created automatically if you entered an address
• You can now:
  • Create tickets for work requests
  • Schedule jobs at their property
  • Send invoices and estimates
  • Track work history at their home

Next Steps

Common actions after adding a homeowner:

• Create a ticket for pending work
• Add additional contacts if they have a spouse or property manager
• Add notes about customer preferences or special instructions

Tips

• Use Google Maps autocomplete for addresses - it fills city/state/zip automatically and enables map features
• Add email addresses even if customers prefer phone - it's easier to send invoices later
• Check for duplicates before creating - search by name or email first
• Subdivision linking is optional but helpful for organizing customers by neighborhood

Questions

Q: What if the homeowner already exists in BlueClerk? A: When adding a homeowner, you can search first. If they exist, select them from the search results instead of creating a duplicate. If you accidentally create a duplicate, contact support to merge the records.

Q: Can I add a homeowner without an address? A: Yes, address is optional. However, adding an address creates a property record automatically, which is needed for tracking work history and using map features.

Q: What's the difference between homeowners, builders, and businesses? A: Homeowners are individual property owners. Builders are construction companies that build homes. Businesses are commercial entities. This affects how properties and work are tracked.

Q: Can I create a homeowner while creating a ticket? A: Yes! Click "Add New Customer" in the customer selection section when creating a ticket. Fill in the homeowner details inline and continue creating your ticket without navigating away.

Q: Do I need to assign a subdivision? A: No, subdivision assignment is optional. It's helpful if you work in specific neighborhoods or with builders, but not required for adding a homeowner customer.