Open Customers & Sales in the left menu, then Customers. Every quote, visit and invoice belongs to a customer, so this is where most work starts.

• A search box reads “Search name, phone, email, address, tag…”.
• Filter chips: All, Potential customer, Prospect, Customer, Past customer, Lost.
• Each row shows a photo or initial, name, address and town, and the stage. A small “VisionScaper” mark means the person has their own VisionScaper account and can use the customer portal.
• Buttons: Import / Export, Select, Add customer.

If the list is empty you see “No customers yet” and a button, Add your first customer.

1. Tap Add customer (or + New, then New customer).
2. Fill Full name. It is the only required field.
3. Add Company, Mobile phone, Other phone, Email, and Prefers (Text, Phone call, Email).
4. Under Property address start typing the street. Town, state and ZIP fill in for you.
5. Under Potential customer set Stage, How they found you, Referred by and Best time to reach.
6. Under Project add Interested in, Budget, Timeline and Property type (Residential, Commercial, HOA / condo, Rental property).
7. Open More details (access, pets, utilities, billing) for lot size, gate or access, pets, irrigation, hidden utilities, HOA, a different billing address, a maintenance choice and a Tax exempt box.
8. Use Other contacts for a spouse, tenant or manager. + Add another contact adds a name, role, email and phone.
9. Add Tags (comma separated) and Notes. Tap Add property photo if you want a photo.
10. Tap Add customer. The new customer page opens.

Tap Select. Tick customers, or use Select all shown. The bar shows “N selected” and an export button. See the import article for file formats.

• Put the gate code, dog and hidden lines in the details. They show on the customer page and help the crew.
• Tags let you search for groups such as “VIP”.
• Your plan may limit customers or leads per month. A usage bar shows it when so. The limits are placeholder, not approved.

• “No customers match.” Clear the search box and the stage chip.
• The form will not save. Check that the name is filled in.
• A duplicate was created. Open both and keep one. The import tool has a duplicate check, but the manual form does not merge for you.

• The customer page and properties
• Lead stages and "How they found you"
• Importing customers: CSV, vCard and Google Contacts