Customers

Keep customer details, history, and communication in one place.

• Add a new customer

  Create a new customer record in Servicebay with contact details, service address, and business info, all filled in with just a few quick taps.

• Edit or delete a customer

  Update a customer's details from their profile in Servicebay, or permanently delete their record and all associated data when it's no longer needed.

• View a customer's history and details

  Open a customer's profile in Servicebay to see their contact information, items, and full history of jobs, quotes, and invoices in one place.