Customer profiles help you manage contact information, track past appointments, and keep notes on preferences, equipment, or site details.
Add or Remove a Customer Profile (Web App) 💻
Click the Customers tab, then hit the (+) button next to the search field.
Enter the customer name and contact information. Save your changes.
To delete a profile, open it, click the three dots in the top right, and select Delete.
Add or Remove a Customer Profile (Mobile App) 📱
Go to Customers and tap +Customer.
Enter the customer's name and contact information. Tap Create in the top right when done.
Note: Add an email address so customers receive confirmation and reminder emails for their appointments.
Once the profile is created, you can:
Tap the Phone, Chat, or Email icon to contact them using the info on file.
Tap their name to edit contact details.
Tap the three dots in the top right and select Delete to remove the profile.
Bulk Upload Contacts (Verified Contacts) - Live Answering
When your customers are in your contacts, their details are available to our team and yours. This cuts call time and keeps messages accurate. Instead of spelling their name every call, customers just confirm it.
Add contacts to your online account and they sync automatically to your ServiceForge mobile app. Your contacts are available no matter how you access your account.
CSV Upload
You can upload a CSV file with customer contact information.
The CSV file should contain columns in this order: First name, Last name, Phone Number, Email address.
Go to Contacts in the left pane of your online account
Click the plus sign next to the search bar
Select the Import tab
Click Upload file and browse to your CSV file
Click upload
Access Customer List
View your contacts (your callers and/or customers) on the mobile app by clicking the 'Contacts' tab.