Manage Customers

Customer Education

Updated February 20, 2026 23:57

After a customer has been added to your account, you can update their information at any time. Managing customer profiles allows you to keep contact details current, adjust billing settings, add contacts, upload documents, and maintain accurate reporting.

Before You Start

Here are a few things to know before you continue:

Changes to Notes when editing a customer will appear on service tickets and in the mobile app.
Changes to Internal Notes are only visible when using ServiceCore on the web.
To see if you have user permissions to edit and manage customers, please review this article.

Edit a Customer’s Information

Click on the Customers tab on the top left.
Search and find the customer.
Click the “Edit Customer” icon in line with the customer.

After clicking the “Edit Customer” icon, you will be taken to the Edit Customer page.

Edit Customer Page Overview

On the Edit Customer page, you can update the following sections:

Customer Information

Customer Name: Must remain unique within your account.
Company/Organization: Use this field for commercial accounts.
First and Last Name: Primary contact information.

Contact Information

Emails: Used for invoices, estimates, and notifications.
Preferred Billing Communication: Select how invoices are delivered.
Customer Stage: Select the stage that is most appropriate for the customer.
Phone Numbers: Add or update phone and fax numbers.

Billing Address

The Billing Address is required and is the address that appears on the customer’s invoices.

Additional Information

Customer Type: Used for internal categorization and reporting.
Customer Since: The start date of your relationship with the customer.
How did they hear about us?: Useful for marketing tracking.
Additional Contacts: Add, edit, or delete customer-level contacts.

Billing and Financial Settings

Default Tax Code: Select or update the tax code.
Payment Term: Select or update the payment term.

Please Note: Default Tax Code and Payment Term are optional fields that can always be changed at the invoice level if needed.

Company Division: If your company uses divisions, select or update the divisions associated with the customer.

Notes

Notes: Appear on service tickets and jobs in the mobile app.
Internal Notes: Visible only within the web platform on the customer’s details page.

Site Messaging Settings (Pro Plan Only)

We recommend enabling this, or keeping it enabled, to avoid turning on messaging individually for each site contact later.

After making your updates, click “Close” to save your changes.

Please Note: You can also edit a Customer’s details from their customer profile using the “Edit Customer Details” button.

Manage Customer Activity

From a customer’s profile, you can manage records and activity associated with that customer.

Customer Contacts

Customer contacts are different from site contacts. Customer contacts are account-level contacts, such as a spouse, office manager, or billing representative.

Add a Customer Contact

Click on the Customers tab on the top left.
Search and find the customer.
Click the “View Customer” icon in line with the customer or their customer number to open their customer profile.
Select “Contacts.”
Click the “Add Contact” button.
- This will take you to the Edit Customer page, so you can navigate to the contacts section by editing the customer as well.
Click “+ Add New Contact.”
Enter contact details. First Name is required.
- TIP: You can add multiple contacts at the same time by clicking “+ Add New Contact” as many times as you need.
Scroll to the bottom of the page and click “Close.”

The new contact will now appear in the Contacts section of the customer’s profile.

Edit or Delete Customer Contact

To edit a contact:

Navigate to the Contacts section of the customer’s profile.
Click “Edit Contact.”
Update the contact’s details.
Scroll to the bottom of the page and click “Close.”

To delete a contact:

Navigate to the Contacts section of the customer’s profile.
Click the down arrow inline with the contact.
Select “Delete Contact.”
Click “Confirm Delete.”

You can also add, edit, or delete contacts in the Additional Contacts section of the Edit Customer page.

Add Customer Attachments

You can upload documents directly to a customer’s profile for easy reference. Common attachments include contracts, service agreements, compliance documents, and service photos. Attachments are stored at the customer level and can be accessed at any time from the customer’s profile.

Open a customer’s profile.
Click “Attachments.”
Click the “Add Attachment” button.

Your computer’s file folder system will open where you can select the file you would like to attach. After adding, you can review your added attachments in the Attachments section of the customer’s profile at any time.

To learn more about attachments, please review this article about file and size requirements.

Manage Customer Payment Methods

If you use ServiceCore Pay, you can manage saved payments directly from the customer’s profile.

Open a customer’s profile.
Click “Payment Types.”

From here you can:

Add a new card.
Remove an existing card.
Set a default payment method.
Manage autopay settings (for recurring invoices.)

For detailed instructions, please review this article on saving a customer’s payment details.

Jobs

Select the Jobs tab within the customer profile to:

View all past and upcoming jobs.
Create a new job from the customer.
Access job details, invoices, and services.

TIP: Clicking the “+” icon next to the job number will open up additional details about the job.

Reminders

Select the Notifications tab to:

View existing reminders.
Create new reminders.
Edit or delete reminders.

Reminders are helpful for scheduling follow-ups, recurring services, or internal tasks tied to the customer. The customer profile will also highlight if there are any reminders associated with the customer.

If you have any questions, please reach out to our Support team through the chat widget on the bottom of this page or by sending an email to support@servicecore.com!