How do I see a list of my regular customers?

One way to judge the health of your business is by how many regular customers you have. You can see this on the Properties page.

1. Go to Properties in the main navigation.
2. On the Properties list, look for the dropdown to filer the list:
   1. All active – total active properties
   2. With repeating jobs – properties that have at least one scheduled repeating visit (e.g. weekly mowing, fortnightly maintenance)
   3. Archived – inactive properties
3. The filter “With repeating jobs” shows the properties with repeating visits. Note: The list includes only active properties that have at least one upcoming repeating visit. Properties whose repeating visits have all been completed or removed are not included.

You can then export this list to CSV by clicking Export in the top right (administrators only). The export matches whatever the list is showing, so you can also type a contact’s name in Search properties first to get just that client’s properties. The CSV includes a Repeating visits column with the estimated time, price, frequency, and work required for each property’s upcoming repeating work, so it doubles as a list of the amounts you charge that client. See Can I download all my customer data? for the full column list.