Customers

Customers

Customers

Customers

One record for every customer.

The problemA customer's history is scattered across phones, inboxes and spreadsheets, so every call starts from zero.

The resultOne record per customer holds contacts, jobs, invoices, files and conversations, so the next call starts with the full picture.

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Tap a number to read what that part shows.

What you can do

  • Add a customer in a few steps, as a private person, a business, a non-profit or a public institution
  • Find anyone by name or email, and filter the list by type or tag
  • See earnings, pending payments and bookings on the customer's own page
  • Keep contacts, files, activities and conversations on the same record
  • Tag or archive many customers at once, and export the list to a spreadsheet
  • Import an existing customer list from a file

How it works

  1. Add a customer

    Choose New client. Pick the type, enter the name, email and phone, then the billing address and where the work is done. A business, non-profit or public institution needs an email or a phone.

  2. Find and sort the list

    Search by name or email, filter by type or tag, and open any row. Select several rows to tag them, archive them or export them.

  3. Work from the record

    The customer's page shows the key figures and tabs for bookings, properties, contracts, invoices, files and conversations. Log a call, add a contact or upload a file without leaving it.

  4. Keep the list clean

    Archive customers you no longer serve instead of deleting them. If one person was entered twice, merge the two records so nothing is lost.

Who can use it

Owners, Admins, Managers and Accountants can use this.

You need permission to view customers to open the list. Adding, editing, exporting and deleting are separate permissions. Out of the box, Owners, Admins and Managers can add and edit customers, and Accountants can view them. Only Owners and Admins can delete or merge.

Ask Heyva AI

  • Find the customer with this email address

  • Create a customer for a new business

  • Tag all customers in this area as weekly

Questions

Can I add a customer without an email or phone?
A private person, yes. A business, non-profit or public institution needs at least an email or a phone, so you can reach them.
What is the difference between the billing address and where the work is done?
The billing address goes on invoices. The place of work is where your team goes, and it is often different. The add form asks for both, so every job has a place.
Should I delete or archive a customer?
Archive. An archived customer is hidden from daily work but keeps its history. Deleting is permanent and cannot be undone.
Can I bring in my existing customer list?
Yes. Use Import on the customers list to bring in a file. You can also export the list to a spreadsheet at any time.
I entered the same person twice. What now?
Merge the two records. Their bookings, invoices, files and conversations move onto the one you keep, and the other is marked as merged, never deleted.

In more detail

With the Property Manager add-on you can also mark a customer as a professional property manager and keep their portfolio details on the record.

For AI agents

Heyva AI and connected assistants can do this with these tools:

  • heyva_list_customers
  • heyva_get_customer
  • heyva_create_customer
  • heyva_update_customer
  • heyva_get_customer_summary
  • heyva_bulk_tag_customers
  • heyva_bulk_archive_customers
  • heyva_import_customers_csv
  • heyva_export_customers
  • heyva_create_contact
  • heyva_list_contacts
  • heyva_upload_customer_document

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Last reviewed 2 November 2026