Overview

You are going to work with many customers over time, it's important to keep track of everything that makes them unique. Not all fields are required to get started with a new customer, so you decide what information is important to your business.


Customer fields

  • First & Last Name: Required. Save your customer's first and last name.

  • Preferred Contact Method: Set up your customer’s preferred contact method, whether it’s text messages, emails, or both. For more information on preferred contacts and primary contact information check out our help article.

  • Phone: Send estimates, invoices, inspections and more through SMS text message. Add additional phone numbers and set the primary phone number. For more information on primary phone numbers check out our help article.

  • Email: Send estimates, invoices, inspections and more through email. Add additional email addresses and set the primary email address.

  • Marketing Opt-in: To remain compliant with the TCPA users of Shopmonkey messaging will need to send customers opt-in requests before sending messages via SMS. More information about Marketing Opt-in check out our help article.

  • Labels: Mark your customer with a customizable label to indicate there is something special about them. For more information on labels check out our help article.

  • Notes: For you to store any special notes or memos about this customer.

Tip: to reveal the fields and toggles below, click Show More when adding/editing a customer.


More customer fields

  • Company: Track the customer's company association, if applicable.

  • Referral Source: Track how your customer found your shop. View this data from the Referral Summary report. For more information on this report check out our help article.

  • Fleet: If this customer is associated with a commercial fleet, any orders and vehicles can be rolled-up to a Fleet record. For more information on fleets check out our help article.

  • Address, City, State, Zip Code: Track their physical location contact information.


Customer toggles

  • Is this customer tax exempt? Enable this toggle to exempt this customer from taxes. Upon adding this customer to an estimate, any default tax amounts on services are removed. For more information on taxes check out our help article.

  • Does this customer receive a discount? Enable this toggle to apply a discount by default to this customer's services (e.g. family, long-time customer)

  • Does this customer have a labor rate override? Enable this toggle to apply a specific labor rate to this customer. You can apply any labor rate you have created.

  • Does this customer have a labor matrix override? Enable this toggle to apply a specific labor matrix to this customer. You can apply any pricing matrix you have created. For more information check out our labor matrix article.

  • Does this customer have a pricing matrix override? Enable this toggle to apply a specific pricing matrix to this customer. You can apply any pricing matrix you have created. For more information check out our pricing matrix article.


Still have questions? Feel free to reach out to us through the Chat Icon in the bottom right corner of your screen. Thanks for reading!

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