The Customers directory gives you a central place to manage every customer relationship. See all past Projects tied to a customer, add multiple contacts, and pick up where you left off — no more scrambling through emails or asking a repeat customer to remind you what you talked about last year.

On the web

View the Customers directory

Add a new Customer

In the Customers directory, click + New Customer.
Enter the Customer's first name (required) and any additional details — last name, phone, email, and company.
Click Save Customer.

Note: First name is the only required field. All other contact details are optional.

Add a Customer to a Project

Open the Project, uncollapse the right-hand side panel if needed, then click the + Button next to Customer. From there, search for an existing Customer or create a new one.

Note: Restricted users can view Customer details, but can't add a Customer to a Project.

Add additional contacts to a Customer record

Open a customer record from the Customer directory, then click + Add Contact. Each Customer can have a primary contact and as many additional contacts as needed.

Manage a Customer record

Click any Customer in the directory to open their record. All Projects linked to that customer appear here in one view. From the record, click the 3 Dots Icon > Edit Customer to change details or Delete Customer to completely remove the record.

To unlink a Customer from a project, open the Project > click the Pencil Icon next to the customer name > scroll down and select Unlink customer from Project.

Note: Restricted users can't edit or delete a Customer record.

In the app

View the Customers directory

Open CompanyCam, then tap Customers from the home screen.

Add a new Customer

From the Customer directory, tap + New Customer.
Enter the customer's first name and any additional details.
Tap Save.

Add a Customer to a Project

Open the Project, tap + Customer below the Project title.
Search for an existing customer or select Create New Customer.
If creating a new Customer, select Save.

Note: Restricted users can view customer details on mobile, but cannot add a Customer to a Project.

Add additional contacts

Open the customer record and tap on the + Icon next to Contacts.

Manage a Customer record

Open the customer record and tap the 3 Dots Icon. From there, you can edit Customer details or delete the record.

FAQs

Can a Project have more than one Customer contact?

Yes, Customers support multiple contacts per Customer record. Each customer has a primary contact, and you can add as many additional contacts as needed.

Can I track where a customer came from?

You can record a lead source on the Customer record under Additional Details. You can add this information as you create the Customer or after the fact from the Customers directory.

In the Customers directory, click the 3 Dots Icon to the right of the Customer record.
Select Edit Customer.
Add source under Additional Details.
Click Save Customer.

How does Customers relate to Project Boards?

Customers is the who — the relationship and contact details behind each job. Project Boards is the where — where a Project sits in your workflow. The two work together: when you create or edit a Project, you can tie a Customer record to it.