{"id":689,"date":"2021-12-29T11:58:24","date_gmt":"2021-12-29T11:58:24","guid":{"rendered":"https:\/\/help.allbetterapp.com\/?post_type=kb&#038;p=689"},"modified":"2026-07-24T16:33:51","modified_gmt":"2026-07-24T16:33:51","slug":"2-how-do-i-add-customers","status":"publish","type":"kb","link":"https:\/\/allbetterapp.com\/help\/kb\/2-how-do-i-add-customers\/","title":{"rendered":"2.\tHow do I add customers?"},"content":{"rendered":"<p>AllBetter Field&#8217;s built-in <strong>CRM (Customer Relationship Manager)<\/strong> lets you store and organize every customer in one place \u2014 so you never lose a lead or forget a follow-up.<\/p>\n<h3>How to Add a New Customer<\/h3>\n<ol>\n<li>Open the <strong>AllBetter for Professionals<\/strong> app.<\/li>\n<li>Tap <strong>&#8220;Business Tools&#8221;<\/strong> from the menu.<\/li>\n<li>Tap <strong>&#8220;Customers&#8221;<\/strong> or the <strong>+ icon<\/strong>.<\/li>\n<li>Enter the customer&#8217;s <strong>name<\/strong>, <strong>phone number<\/strong>, <strong>email<\/strong>, and <strong>service address<\/strong>.<\/li>\n<li>Tap <strong>&#8220;Save&#8221;<\/strong>.<\/li>\n<\/ol>\n<h3>What You Can Do With Customer Profiles<\/h3>\n<ul>\n<li><strong>View job history:<\/strong> See every quote, invoice, and completed job for each customer.<\/li>\n<li><strong>Add notes:<\/strong> Record preferences, gate codes, pet warnings, or special instructions.<\/li>\n<li><strong>Quick actions:<\/strong> Send a quote, create an invoice, or call the customer directly from their profile.<\/li>\n<li><strong>Search &amp; filter:<\/strong> Find any customer instantly by name, address, or phone number.<\/li>\n<\/ul>\n<p><strong>Tip:<\/strong> Customers from AllBetter marketplace jobs are automatically added to your CRM \u2014 no duplicate entry needed.<\/p>\n<p class=\"ab-kb-cta\"><strong>Ready to run your business on AllBetter Field?<\/strong> It&#8217;s free to start \u2014 see plans at <a href=\"https:\/\/allbetterapp.com\/business-software\/\">allbetterapp.com\/business-software<\/a> or sign in at <a href=\"https:\/\/field.allbetterapp.com\/\">field.allbetterapp.com<\/a>.<\/p>\n<p><strong>Still need help?<\/strong> <a href=\"https:\/\/allbetterapp.com\/contact-us\/\" target=\"_blank\" rel=\"noopener\">Contact Support \u2192<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>AllBetter Field&#8217;s built-in CRM (Customer Relationship Manager) lets you store and organize every customer in one place \u2014 so you never lose a lead or forget a follow-up. How to Add a New Customer Open the AllBetter for Professionals app. Tap &#8220;Business Tools&#8221; from the menu. Tap &#8220;Customers&#8221; or the + icon. Enter the customer&#8217;s [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"kbtopic":[29],"kbtag":[],"class_list":["post-689","kb","type-kb","status-publish","hentry","kbtopic-business-tools-contractor"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Add Customers to Allbetter - Easy Steps &amp; Support<\/title>\n<meta name=\"description\" content=\"Join Allbetter today! 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