2. How do I add customers?

AllBetter Field’s built-in CRM (Customer Relationship Manager) lets you store and organize every customer in one place — so you never lose a lead or forget a follow-up.

How to Add a New Customer

1. Open the AllBetter for Professionals app.
2. Tap “Business Tools” from the menu.
3. Tap “Customers” or the + icon.
4. Enter the customer’s name, phone number, email, and service address.
5. Tap “Save”.

What You Can Do With Customer Profiles

• View job history: See every quote, invoice, and completed job for each customer.
• Add notes: Record preferences, gate codes, pet warnings, or special instructions.
• Quick actions: Send a quote, create an invoice, or call the customer directly from their profile.
• Search & filter: Find any customer instantly by name, address, or phone number.

Tip: Customers from AllBetter marketplace jobs are automatically added to your CRM — no duplicate entry needed.

Ready to run your business on AllBetter Field? It’s free to start — see plans at allbetterapp.com/business-software or sign in at field.allbetterapp.com.

Still need help? Contact Support →