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 job 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.

If you are already building the day’s run, you can create the property while you add the job. You do not have to come to Properties first. See Scheduling new jobs.

Notes on a property

A property has two note fields. To change them, open the property and click Edit.

• General instructions: gate codes, dog warnings and anything else the crew needs at every job. It shows on every job at that property, so everyone who opens those jobs sees it.
• Administration note: private notes for administrators, such as a prepaid balance or a price increase to raise next season. Only administrators can see or edit it, on the property page on the web and in the mobile app. It is not shown on jobs, so employees and contractors never see it.

Jobs do not have an admin-only note. Notes on a job, such as work required and work done, can be seen by the employees and contractors who open it. Keep private details in the property’s Administration note.

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.
• Import a customer list: upload a spreadsheet from Properties or Contacts when you are moving many customers at once. If the importer has trouble, send the file to support.

Permissions

Employees and administrators can add properties and contacts. Importing a customer list is administrators only. Contractors cannot browse the Properties or Contacts lists. See Managing employee permissions.