Find someone
Tap Customers in the menu and search by name, phone, email or address. Tap a customer to see:- Their phone and email, with buttons to call or text.
- How much they’ve spent and how many orders they’ve placed.
- Addresses you’ve delivered to, with Open in Maps.
- Every order they’ve placed. Tap one to open it.
- Your notes.
- Texts with them, if you’ve set up text messages.
Add a note
Open the customer and tap Add note. Good for gate codes, what they usually order, or anything you want to remember next time.Add a customer yourself
Tap Create customer. Type their name and a phone number or email.More
Take an order for a customer
Take an order for a customer
Open the customer and start a new order from their page. Their name, phone and email are filled in. See Take a phone order.
Give a customer pro pricing
Give a customer pro pricing
Turn on pro teams, then open the customer and tap Make a pro team. See Give contractors pro pricing.
Bring in my existing customer list
Bring in my existing customer list
Tap Import and choose a spreadsheet (CSV file) with a Name column and an Email or Phone column. Customers you already have are skipped.
Download my customers
Download my customers
Tap Export to download a spreadsheet of all your customers.
Can my drivers see my customers?
Can my drivers see my customers?
No. Only you can see the Customers page. Drivers only see the name and phone number on the deliveries they’re doing.