Adding a customer

In SortScape, a customer (or client) is usually a property (the address you service) linked to a contact (the person at that address). To add one new customer, add a property.

Add a property (recommended)

On the web

1. Open Properties from the main menu, or click the + button in the top bar and choose Property.
2. On the Properties page, click Add property.
3. Enter the address (search or type it in).
4. Under Service contact, choose an existing contact or click Add New to create one.
5. Click Save.

After the property is saved, open it and click Add visit to schedule work.

In the mobile app

1. Open Properties from the bottom navigation.
2. Tap the + button to add a property.
3. Enter the address and service contact details, then save.

The Contacts screen is only on the web. On mobile, create or pick the contact while adding the property.

Add a contact only (web)

If you need the person in SortScape before you have a service address:

1. Open Contacts from the main menu, or use the + button and choose Contact.
2. Click Add contact, fill in the details, and save.
3. Later, open that contact and add a property, or add a property and link this contact as the service contact.

Other ways to add customers

These are useful in specific cases, not for adding one client you already have details for:

• Request forms — share your form link so customers submit their own details. SortScape creates the contact and property when they submit.
• Bulk import — send a spreadsheet to support when you are moving many customers at once.

Permissions

Employees and administrators can add properties and contacts. Contractors cannot browse the Properties or Contacts lists. See Managing employee permissions.