Adding a customer

A customer in GardyProp is the person or business you invoice. Where the work happens is a site, and that comes next — one customer can have several.

Step by step

1. Open Customers and press New customer.
2. Type first name and last name. Nothing else is required.
3. Optionally add email and phone.
4. Choose a status — Active or Inactive.
5. Choose how they hear from you: WhatsApp, Email or None, and whether they get a message before and after each visit. Both are on by default.
6. The address is optional here — see address and map pin.
7. Press Save. You land on the customer's page, where the site and the pool go next.

Good to know

Prospects are not created here. The status list offers only Active and Inactive. Someone you are still quoting lives in the CRM, where they also have a stage and a next step. A record that removed itself from the list the moment you saved it would just be a puzzle.

SMS is not offered, although the channel exists in the database. Nothing sends it. Choosing it would notify nobody, quietly.

The address here is the postal and billing address. The way to the pool — gate code, key, the pin the van navigates to — belongs to the site, not to the customer. They are often not the same place.

What it does not do

There is no duplicate check. Two customers with the same name and the same email can both exist; GardyProp will not stop you or merge them.