Comprehensive
Customer Management
Master the main Customers page, learning how to view, search, filter, and manage your entire customer list efficiently.
Duration
20 minutes
Category
Customer Relationship Management
Part 1: Your Customer Database
In the last module, we looked at the Dashboard, which gives you a high-level overview of your business. Now, let's dive into the core of your operation: your customers.
Central Database for Client Management
The Customers page is your central database for every client you service. It's designed to be your single source of truth for who your customers are, where they're located, and their current status with your business.
Keeping this information organized is the key to efficient scheduling, accurate billing, and professional communication.
Part 2: Navigating to the Customer List
To get to your customer list from anywhere in the app, simply look for the Customers icon in the main sidebar.
In the sidebar, click on Customers (<Users /> icon).
This will take you to the main customer list view.
Part 3: Anatomy of the Customer List Page
The Customer List page is designed for both quick viewing and powerful filtering. Let's break down its key components.
1. Header and Quick Actions
At the top of the page, you'll find two primary buttons:
Add New Customer
This button (/customers/add) is your shortcut to add a new customer one by one, just like you did in the onboarding process.
Import
For businesses with an existing customer list, this button (/customers/import) takes you to a dedicated tool to upload a CSV or Excel file, saving you hours of manual data entry.
2. Search and Filtering Tools
These tools allow you to instantly find the exact customer or group of customers you're looking for.
🔍 Search Bar
This is your most powerful tool for finding a specific customer. You can search by:
First or Last Name
Address
Phone Number
Tags
As you type, the list will update in real-time to show you matching results.
📊 Status Filter
This dropdown lets you view customers based on their status:
All: Shows every customer.
Active: Shows customers who are currently receiving service. These are the customers that will appear in your route scheduling.
Inactive: Shows customers who are paused or no longer receiving service. Their data is preserved for historical and reporting purposes.
🏷️ Tags Filter
Once you start using tags (e.g., "VIP," "Commercial," "Has Spa"), you can filter your list to see only customers with a specific tag. This is incredibly useful for targeted communications and promotions.
3. The Customer Table
This is where your customer data is displayed. Here's what each column means:
☑️ (Checkbox)
Select one or more customers to perform bulk actions, like deleting multiple customers at once.
🆔 ID
The unique internal ID for the customer in Upbuoy.
👤 Customer Name
The customer's full name. This is a clickable link that takes you to their detailed profile page.
🏠 Primary Address
The main billing or service address for the customer.
📞 Primary Contact
The customer's main phone number.
🏷️ Tags
Any tags you have assigned to the customer for easy categorization.
🟢 Status
A visual indicator of whether the customer is Active or Inactive. You can click this to quickly change their status.
⋯ Action Menu
This menu provides quick actions for a single customer without having to go to their detail page.
Action Menu Options:
View Details: Jumps to the customer's full profile.
Edit Customer: Opens the edit modal to quickly update their info.
Activate/Deactivate: A shortcut to change their status.
Delete Customer: Permanently removes the customer and all their associated data. (Use with caution!)
Part 4: Practical Use Cases
📞 Finding a Customer on the Phone
A customer calls. Simply type their name or phone number into the search bar to instantly pull up their record.
💳 Billing Inactive Customers
At the end of a season, you can filter by "Inactive" to see all customers who have paused service and ensure their final bills have been paid.
📧 Targeted Marketing
Want to run a special on heater maintenance? Filter by the "Has Heater" tag to get a list of all relevant customers for an email broadcast.
Part 5: Key Concepts & Pro Tips
Active vs. Inactive - The Smart Way to Manage Churn
Instead of deleting a customer who cancels service, simply set their status to Inactive. This hides them from your active routes and schedules but preserves their entire service history, payment records, and contact information.
If they return next season, you can reactivate them with a single click, and all their data is still there.
Mastering Bulk Actions
Need to deactivate all your seasonal customers at once? Use the checkboxes to select multiple customers. A new action bar will appear at the bottom of the screen, allowing you to apply a change (like changing status) to all selected customers simultaneously.
Tags are Your Best Friend
Take the time to create and apply tags. A well-organized tagging system (e.g., by service type, location type, equipment) will make filtering, reporting, and communicating with specific groups of customers incredibly efficient.
Key Takeaways
The Customers page is your central database and single source of truth for all client information.
Use search and filters to quickly find specific customers or groups for targeted actions.
Set customers to "Inactive" instead of deleting to preserve history while cleaning up active lists.
Tags and bulk actions are powerful tools for efficient customer management and marketing.
Next Steps
You've mastered the customer list, which is your 30,000-foot view. Now it's time to zoom in and explore the heart of an individual customer's profile, where all their information, history, and activity lives.
Ready to dive into individual profiles?
Proceed to Module 7: Managing Customer Profiles & Locations