Add customers and leads

Every estimate, job and invoice belongs to a customer record. Leads and customers live in the same list — a lead is simply someone who hasn't bought from you yet.

Add a customer

1. Go to Customers and click New customer. (Or click Create at the top and choose New customer or lead.)
2. Choose the Type — Residential or Commercial — and the Stage: Lead, Qualified, Customer, Inactive or Lost.
3. Enter a first and last name, a company name, or both.
4. Add their Email and Phone. Recoatly needs an email address to send this customer estimates, invoices and reminders.
5. Fill in the Service address so jobs can be scheduled and mapped.
6. If you like, pick a Lead source, add Tags (separated by commas) and write Internal notes that only your team sees.
7. Under Marketing permission, tick Agreed to marketing emails only if they've said yes — in person, by phone or in writing.
8. Click Create customer.

On the customer's page

• Timeline: type a note — or log a call or an email — and click Add. Sent estimates, status changes and payments are added for you.
• Addresses: click + to add another address. Add a Gate code and Access notes, and your crew sees them on the job.
• The Estimate, Job and Invoice buttons at the top start new paperwork for this customer.
• The ⋯ button lets you edit details, Convert to customer, copy the customer portal link or delete the record.

Good to know

• When a lead approves an estimate online, they move to Customer automatically.
• Typing a new name into the customer box on an estimate or job and choosing Create adds them as a lead on the spot. Add their email from their page afterwards.
• The Details panel shows whether you can send someone marketing emails — for example "Allowed as a customer", "Agreed", "Unsubscribed" or "Email bounced".
• Tick Do not contact when you edit someone, and your campaigns and automations leave them out. Messages you send them yourself still go out.
• Deleting a customer who has jobs or invoices archives them instead, so your records stay complete.