What customer management is
It's your client list, kept with the work instead of in a different app or a notebook in the truck. Name, phone, email, and a real street address that turns into a one-tap Directions link. Every job, invoice, and payment ties back to the customer, so you can see who owes you and who to call again.
Getting your people in is the part most apps make painful. Here you can drop in a spreadsheet, paste a list, or snap a photo of a handwritten one — messy files and photos go through AI that reads them into clean rows, and you review and fix everything before a single one is saved.
What you can use it for
Move in from another app or paper
Switching shouldn’t mean re-typing 200 customers. Bring them from a spreadsheet, an Excel or CSV export, a PDF, or a photo of the list taped to your toolbox.
Back up your list — really own it
Export to CSV and JSON whenever you want. Your customer list is yours; you can pull a full copy anytime and keep it safe, no strings.
Get directions without hunting
A real address on each customer becomes a tappable link straight to maps, so you’re not copy-pasting an address into your phone at every stop.
Win back quiet customers
With your whole list in one place, a slow week is just a lot of people who already hired you once — reach out and fill the gap.
How to import and manage customers
- 1
Open Clients → Import
Drag in a file, pick one from your phone, paste a list, or snap a photo of a handwritten or printed one.
- 2
Let it read the messy stuff
Clean spreadsheets parse instantly in your browser. Anything messy, a PDF, or a photo goes to AI that reads it — even handwriting — into structured rows.
- 3
Review and dedupe
Everything lands in an editable preview with duplicates flagged before it saves. Fix a name, drop a bad row, and only then commit.
- 4
Add addresses
Put a street address on each customer so you get one-tap directions and cleaner invoices.
- 5
Export to back it up
Anytime, export the whole list to CSV or JSON — for your records, for a backup, or just because it’s yours.
Why import and export both matter
The reason people get stuck in bad software is the customer list — re-entering it by hand is the wall that keeps you where you are. Free, honest import tears that wall down: you can move in without losing a Saturday.
And export is the promise behind it. A tool that lets you take your data out the same door you brought it in is a tool that has to keep earning you. No lock-in, no hostage list.
Customers — common questions
What can I import from?
Spreadsheets, Excel (.xlsx/.xls/.ods), CSV, PDF, or a photo of a printed or handwritten list. Clean files parse in your browser; messy ones and photos are read by AI into rows you review first.
Can it really read a photo of a handwritten list?
Yes. A photo of a handwritten or printed list is read by AI into structured rows — names, phones, emails — that you check and edit before saving. It’s the fastest way off paper.
Can I export my customers to back them up?
Anytime. Export the full list to CSV and JSON. It’s your data — keep a copy, move it, do what you want with it. There’s no lock-in.
Is there a limit on customers?
The Single and Multi-Trade plans hold up to 100 customers. The Pro plan is unlimited.