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
- Open the AllBetter for Professionals app.
- Tap “Business Tools” from the menu.
- Tap “Customers” or the + icon.
- Enter the customer’s name, phone number, email, and service address.
- 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 →