Create a single customer
- Customers → Add customer (or tap the + button in the top bar).
- Enter name and at least one contact method. Email and phone enable reminders and invoices.
- Add the primary service address. You can add more addresses later from the profile.
- Include notes such as access codes, preferred technician, or account numbers.
- Save. The customer appears immediately and is ready to book into the schedule.
Capture the right details
- Tags: add labels like “Maintenance plan” or “VIP” so you can filter lists later.
- Communication preferences: choose email, SMS, or both to match what customers expect.
- Attachments: upload contracts or warranties so the whole team can find them quickly.
- Custom fields: capture extra information (for example, gate code) configured in Settings → Customers.
Import lots of customers at once
- Download the CSV template, paste your existing spreadsheet data, and upload it back to Toolfy.
- Preview validation tells you about duplicates or missing fields before you confirm.
- Undo an import from Settings → Data tools if you spot mistakes later.
Ready to import? Read the detailed guide Import customers from CSV.
Next steps once a customer is saved
- Assign the customer to an account manager so tasks appear on their dashboard.
- Invite customers to the portal so they can view invoices and job history on their own.
- Use the Smart search bar to jump straight into creating a job for the new customer.