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Help Center › Admin screens, field by field › Customer form: every field
Customer form: every field
What each box on the Add customer / Edit customer form does and what to type.
On this page
Contractor Hub → Customers → Add customer (also the + quick-add menu, or Edit on a customer’s page). Anyone with the right to add or edit customers in the Hub can use it; crew roles only see it if the owner ticked the customer permissions (see the employee article).
This form creates or changes one customer: contact details, the main property address, where the lead came from, project wishes, access notes and extra contacts. The only required box is Full name. Everything else is optional and can be filled in later.
Before you start
- Nothing else is needed. The Street box uses address suggestions; if suggestions do not appear, type the address by hand.
Fields
Top
| Field (exact label) | What it does for VisionScaper | What to enter and example | Default / notes |
|---|---|---|---|
Property photo (button) (photo) |
Takes a picture file and saves it as this customer’s property photo (shown as a small round picture on the customer). | Press it, choose a photo from your device or camera. Optional. | Shows a house emoji until a photo is added. |
Full name * (name) |
The customer’s name everywhere: lists, quotes, invoices, message shortcodes such as {customer_name}. | First and last name, e.g. Jane Smith. Required: the form will not save without it. | Required |
Company (company) |
Business or organisation name, searchable in the customer list. | e.g. Maple Hill Condos. Leave blank for homeowners. | |
Mobile phone (phone) |
Main phone. Used for calls and for texts when text messaging is set up. | e.g. 860-555-0123. | |
Other phone (phone2) |
A second number, kept in the customer’s Details card. | Home or work number. | |
Email (email) |
Where proposals, invoices and campaigns are emailed. | e.g. jane@example.com. | |
Prefers (pref) |
How the customer likes to be contacted. Saved on the customer and shown in the Details card. (Whether messages obey it automatically is not verified in code.) | Pick one. Choices: Text; Phone call; Email. | Text |
Property address
| Field (exact label) | What it does for VisionScaper | What to enter and example | Default / notes |
|---|---|---|---|
Street (address) |
Main property address. Start typing and pick a suggestion; town, state and ZIP fill in for you. Becomes the customer’s first property. | e.g. 12 Oak Lane. | |
Town (town) |
Property town; used in the customer list and for campaign town filters. | e.g. Avon. | |
State (state) |
Two-letter state. | e.g. CT. | Your business state if known |
ZIP (zip) |
Postal code. | e.g. 06001. |
Potential customer
| Field (exact label) | What it does for VisionScaper | What to enter and example | Default / notes |
|---|---|---|---|
Stage (stage) |
Where this person is in your pipeline. Filters the customer list and campaign audiences. | Pick the stage that fits today. Choices: Potential customer; Prospect; Customer; Past customer; Lost. | Potential customer |
How they found you (source) |
Records the lead source for reports and the Sales board. | Pick the closest match. Choices: Website; Phone call; Text message; Referral; Social media; Contractor referral; VisionScaper; Repeat customer; Other. | Phone call |
Referred by (referred_by) |
Who sent them to you, so you can thank them. | e.g. Mark at 14 Elm St. | |
Best time to reach (best_time) |
Free text hint shown in the Details card and to crew. | e.g. weekdays after 5. |
Project
| Field (exact label) | What it does for VisionScaper | What to enter and example | Default / notes |
|---|---|---|---|
Interested in (interests) |
What they want done; saved for you and for campaign wording. | e.g. patio, plantings, lighting. | |
Budget (budget) |
Their stated budget, free text. | e.g. $5-10k. | |
Timeline (timeline) |
When they want it done, free text. | e.g. this spring. | |
Property type (property_type) |
Kind of property. | Pick one. Choices: Residential; Commercial; HOA / condo; Rental property. | Residential |
More details (access, pets, utilities, billing) – opens with the arrow
| Field (exact label) | What it does for VisionScaper | What to enter and example | Default / notes |
|---|---|---|---|
Lot size (lot_size) |
Free-text size of the lot. | e.g. 0.5 acre. | |
Gate / access (gate) |
Gate code or access notes. Shown to the crew on the job card. | e.g. gate code 1234. | |
Pets (pets) |
Warns the crew about animals. | e.g. dog in yard. | |
Irrigation (irrigation) |
Whether the property has a sprinkler system (shown on the crew job card). | Pick one. Choices: Unknown; Yes – has irrigation; No irrigation. | Unknown |
Hidden utilities (utilities) |
Things the crew must not hit while digging. | e.g. invisible fence, propane, septic. | |
HOA (hoa) |
HOA name or rules to follow. | e.g. Brook Run HOA, no work before 8am. | |
Billing address (if different) (billing_address) |
Address for invoices when it is not the property. | Only fill in if different. | |
Maintenance (maintenance) |
Their ongoing plan, if any. Saved on the customer. | Pick one. Choices: No maintenance plan; Weekly maintenance; Every 2 weeks; Monthly; Seasonal cleanups. | No maintenance plan |
Tax exempt (tax_exempt) |
Marks the customer as tax exempt. Saved on the customer; whether quotes and invoices skip tax for them automatically is not verified in code. | Tick for tax-exempt customers (for example a non-profit). | Off |
Other contacts (repeat for each person)
| Field (exact label) | What it does for VisionScaper | What to enter and example | Default / notes |
|---|---|---|---|
Name (other contact) (contacts[].name) |
Another person on the account, such as a spouse or property manager. They can be chosen as recipients when you send a quote. | Full name. | |
Role (spouse, tenant, manager) (contacts[].role) |
Label for the contact. | e.g. Spouse. | |
Email (other contact) (contacts[].email) |
Email for that person. | ||
Phone (other contact) (contacts[].phone) |
Phone for that person. | ||
| Remove contact (trash button) | Deletes that contact row. | ||
| + Add another contact | Adds one more empty contact row. Rows with no name, email or phone are dropped when you save. |
Bottom
| Field (exact label) | What it does for VisionScaper | What to enter and example | Default / notes |
|---|---|---|---|
Tags (tags) |
Free labels used by search and campaign tag filters. | Separate with commas, e.g. VIP, corner lot. | |
Notes (notes) |
Private notes saved on the customer. | Anything you want to remember. | |
| Save customer / Add customer | Saves the form. A new customer opens its page afterwards. |
Steps
- Open Contractor Hub → Customers and press Add customer (or open a customer and press Edit).
- Type the Full name. This is the only required box.
- Add the phone and email, then start typing the Street and pick the suggestion so town, state and ZIP fill themselves.
- Choose the Stage and How they found you. New phone calls usually start as Potential customer.
- Fill in Project boxes if they told you what they want.
- Open More details and add gate codes, pets and hidden utilities. Crew see these on the job.
- Add any Other contacts, then Tags and Notes.
- Press Add customer (or Save customer). A short message says the customer was added or saved, and the customer page opens.
If something goes wrong
- If the form shows a red message under the Save button, read it: it comes from the website (for example a plan limit on how many customers you can add).
- If the Street suggestions do not appear, type the address in full including town and state.
- The Property photo button does nothing if you cancel the file picker; press it again.