Customer Management Every customer. Every detail. One place.
Build a complete digital database of every customer: contact info, addresses, devices, job history, and invoices, searchable in seconds.
- Customer types
- Residential and business
- Fields
- 20+ per customer
- Search
- Name, phone or email
- Linked
- Jobs, quotes, invoices, assets
One customer. Their whole story.
A customer in Servicebay, with everything you have done for them. Pick a part to see what it does.
Customer type
Residential or business, each with the fields it needs.
Preferred contact
Call, text or email. Reach them the way they asked.
Business details
Business name and tax ID, ready for every invoice.
Address
Found as you type, with the map location saved.
Internal notes
Gate codes and quirks. Team only, never printed.
History
Every job, quote and invoice for this customer.
Assets
Brand, model and serial, with a scannable code.
Three letters. Right customer.
Search by name, phone or email and the list narrows as you type. Open the customer and everything is there.
Know them before you knock.
Everything you learn about a customer stays on their record, ready for the next visit.
Homes and businesses.
Business customers carry a business name and tax ID. Homeowners skip the fields they don't need.
Every unit, on file.
Record each piece of equipment with brand, model and serial number, and scan its code on site.
The full history.
Jobs, quotes and invoices for this customer in one list, newest first.
Frequently Asked Questions
Can I import my existing customer list?
You can add customers manually with the quick-add form, or contact support for assistance with bulk imports from spreadsheets.
Can I track business customers separately from residential?
Yes. Each customer can be categorized as residential or business, with dedicated fields for business name and tax ID.