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Creating and Managing Customers

Learn how to create and manage Customer records in CompanyCam to track project history, contact details, and new work opportunities.

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

Log in to CompanyCam, then click Customers in the left navigation bar.

Add a new Customer

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

  1. In the Customers directory, click + Customer.

  2. Enter the Customer's first name (required) and any additional details — last name, phone, email, and company.

  3. Click Save Customer.

Import Customers from a CSV file

Note: Importing Customers from a CSV file is only available on the web app.

  1. In the Customers directory, click Import from CSV.

  2. Select a CSV file from your computer. We'll automatically detect the columns we recognize.

  3. Review the mapping. Check the Will be created and Will be skipped counts, and confirm each column lines up with the right Customer field.

  4. Click Confirm & Import.

Add a Customer to a Project

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

Open the Project, expand 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.

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

Note: Restricted users can't edit or delete 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.

In the app

View the Customers directory

Open CompanyCam, then tap Customers from the home screen.

Add a new Customer

  1. From the Customer directory, tap + New Customer.

  2. Enter the customer's first name and any additional details.

  3. Tap Save.

Add a Customer to a Project

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

  1. Open the Project, tap + Customer below the Project title.

  2. Search for an existing customer or select Create New Customer.

  3. If creating a new Customer, select Save.

Add additional contacts

Open the customer record and tap on the + Icon next to Contacts. Fill in the contact information, then select Add Contact.

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.

Call, text, or email a Customer

Open a Customer record, then tap Call, Text, or Email to contact them directly.

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.

  1. In the Customers directory, click the 3 Dots Icon to the right of the Customer record.

  2. Select Edit Customer.

  3. Add source under Additional Details.

  4. 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.

Can I see all projects tied to one Customer?

Every Customer's detail page shows all linked Projects in one place, so repeat customers and follow-up work are easy to find.

Is importing Customers from a CSV file available on mobile?

Importing Customers from a CSV file is only available on the web app.

💡 Need more help?

Contact our Support team — we're here Monday through Friday.

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