Add and manage customers
Create customer records, add service addresses, and keep the details used by jobs, quotes and invoices accurate.
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Customers
Add customer records, import existing data, and keep contact and address details together.
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Import customers and scheduled work
Bring an existing customer list or round into Surehand from a CSV file, preview the result, and fix issues before importing.
Use the customer portal and communications
Give customers secure access where available, send messages to the right contact details, and check what has already been sent.