Add, Edit, or Delete a Customer (Web)

Watch the video or scroll down for step-by-step instructions.

Tiers: All

Before You Start: Customers cannot be deleted if service and/or billing history is attached to the profile. 

Step-by-step instructions . . .

1

Select Customers > Add Customer.

2

Enter the required Customer Info. 

3

Enter the required Service Location Info. 

• You can click Make Same As Billing Address if the Service Location is the same as the Billing Address.

4

Select Body of Water Info.

• You can change the name of the body of water once the information is saved in their customer profile. Select the body of water at the top of their profile and click Edit.

5

Enter Route Assignment Info (optional) > Save.

6

To edit customer info, click Edit > Save. 

7

To edit service location info, click Edit > Save.

8

To delete a customer profile, click Edit > Delete Customer > Delete.
Customers cannot be deleted if service and/or billing history is attached to the profile. 

9

On the main Customers screen, there’s now a Status column, which will show whether a customer is Active or Inactive. The third possible status is Lead, which you can also filter for with the menu at the top. The Lead status helps identify and track potential customers before they become active. Any new customer you create will start with the Lead status. That status will change to Active if you assign them a route, convert their quote to a job, or manually change their status, which you can do in the top right corner of their profile edit screen.

10

Click into a customer profile and select Edit, then scroll down to the Lead Source menu. There are default lead sources, but under Settings > General > Lead Sources, you can edit this list to reflect the sources that best fit your business. Each source must have a unique name, and a Skimmer user’s ability to see this list will depend on the access you’ve granted their account. If you delete a lead source, it will remove the association from any customer assigned that lead source, and this action cannot be undone. Currently, you can have up to ten lead sources.

11

When a status changes, that will show in the Activity Log in the Recent Activity box. Currently, any user with View Customers permission can see it. Customer Activity is a chronological timeline of events for this customer account. Skimmer will automatically add certain events as they happen. For example, change of status, adding a payment method, enabling or disabling autopay, creating and sending invoices and receiving payment, all major quote milestones, suspension or reactivation.