ServiceFlow Pro Docs
Customers & CRM

Customer Management

Search, create, edit, merge, and soft-delete customers.
6 min read

Customer Management

Search, create, edit, merge, and delete customers from the main customer list. ServiceFlow keeps related jobs, estimates, and invoices when a customer cannot be hard-deleted.

Overview

The Customers page (/customers) is your CRM hub. Each customer record holds contacts, addresses, billing terms, and links to jobs, estimates, and invoices. Use merge when duplicate records were created by mistake.

How to access

  • Left menu: Customers → /customers
  • Create: New Customer on the list, or /customers/create
  • Edit: row actions or /customers/edit/:id
  • Detail: click a row → /customers/:id
Requires the customers:view permission (and create/update/delete permissions for those actions).

What you can do today

  • Search and sort the customer list; filter by type, status, and other list filters.
  • Create customers in a modal from the list or on the dedicated create page.
  • Edit customer profile, contacts, addresses, and billing settings.
  • Merge one customer into another (from the customer detail Actions menu).
  • Delete customers you no longer need.
  • View KPI tiles and open individual customer records for full history.

Prerequisites

  • customers:view to open the list; customers:create, customers:update, or customers:delete for mutating actions.
  • For commercial accounts, company name and primary contact fields help downstream estimates and invoices.

Step-by-step

Create a customer

  1. Go to Customers (/customers).
  2. Click New Customer.
  3. Choose Residential or Commercial and fill required fields (name, phone, email, address as needed).
  4. Add contacts and service addresses if applicable.
  5. Save — you can open the new record from the list or continue in the detail view.

Edit a customer

  1. Open the customer from the list or go to /customers/:id.
  2. Click Edit (or use Actions → Edit).
  3. Update fields and save.
Alternatively, use /customers/edit/:id as a deep link.

Merge duplicate customers

  1. Open the customer you want to remove (the source).
  2. Open Actions → Merge into another customer.
  3. Search for the customer to keep (the target).
  4. Confirm Merge.
All jobs, estimates, invoices, addresses, and contacts move to the target customer. You are redirected to the surviving record.

Delete a customer

  1. From the list row menu or customer detail, choose Delete.
  2. Confirm in the modal.
If the customer has associated jobs, estimates, or invoices, ServiceFlow marks the customer inactive instead of permanently removing the row and related records. Customers with no related activity may be fully deleted.

Current limitations

  • Restore deleted and Manage duplicates under the list Actions menu are labeled COMING SOON and are not available yet.
  • Import and Export actions on the list are placeholders without handlers today.
  • AI insight preview on the list requires OpenAI configuration (see Customer Detail & Workspace).

Related features