How to keep a clean customer list
A tidy customer list saves time on every call, quote and invoice.
- Use one record per customer. Avoid duplicates by searching before adding.
- Capture the basics every time. Name, service address, phone, email and billing contact.
- Note how they like to be contacted. Call, text or email.
- Record site details. Gate codes, pets, parking and access notes.
- Merge duplicates monthly. Clean up the ones that slipped in.
- Mark inactive customers. Keep history but keep them out of daily lists.
Common questions
How often should I clean the list?
A quick monthly pass is enough for most small shops.
What should I never store?
Do not keep card numbers in notes. Use your payment processor.
See also the contractor guides and free tools.
General information, not legal or financial advice. Verify with your attorney or accountant.
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