Setjob makes it easy to add, edit and manage your customers from both the web platform and mobile app.
Your customer information stays synced, so changes made on the web or mobile app are available across Setjob.
Adding a Customer
Go to Customers and select Add Customer.
You can add information such as:
Customer name and contact details
Company details
Address
Additional customer information
Once saved, the customer will be available when creating jobs, quotes, invoices and other records.
Editing Customers
Open a customer to view or update their information.
Changes are synced between the Setjob web platform and mobile app, helping your office and team work with the latest customer information.
Importing & Exporting Customers
If you already have an existing customer list, you can import customers into Setjob instead of adding them individually.
You can also export your customer data whenever needed.
Client Portal Preview
From the customer area, admins can preview the customer's Client Portal.
This allows you to see what the customer can see in their portal, including relevant jobs, quotes, invoices and other available information.
The Client Portal gives customers their own place to access information related to the services you provide.