Using the Customers page

The Customers page is your shop's customer directory — every person you've ever added, in one searchable list, with a running total of what they've spent.

Finding the page

In the left nav, look under the Customer flow section label. Customers sits at the bottom of that group, below Inbox, Schedules, Workflow, Scheduled Leads, Team Hub, Quick Sale, Sales, and Invoices. Click it to land on the Customers page.

Customers is one of five tabs

Once you're on the page, you'll see a tab strip: Customers, Fleets, Loyalty, Pipeline, and Vehicles. Customers is the default tab and is what the directory (covered in this article) actually is. Fleets and Loyalty aren't separate pages you have to hunt for anymore — they've been folded in here as tabs, alongside the customer directory, fleet contracts, and loyalty program all living under one roof. If you have an old bookmark to the standalone Fleets or Loyalty page, or the Pipeline board, those still work — switching tabs here just saves you a trip back to the nav.

Reading the directory table

Every row shows Name, Email, Phone, and Total Spent. Three more columns — Added, Last activity, and Owner — only appear once your screen is wide enough (Added needs a medium-width window; Last activity and Owner need a large one), so on a phone you'll just see Name, Email, Phone, and Total Spent. The Owner column shows which team member owns that customer; people who can manage customers can change it right from the table, and everyone else sees it read-only. A missing email or phone shows as a dash rather than blank space. One thing worth knowing: Last activity reflects the last time the customer's record itself was edited, not the last time they were in for a job — don't read it as a visit history. Click anywhere on a row (there's no separate "view" link) to open that customer's profile, except on the checkbox and the Owner dropdown, which do their own thing.

Searching, and a gotcha with empty results

Type into the Search customers... box above the table and the list filters as you type — there's no search button to click. If your search doesn't match anyone, the page says No customers match your search term, with a Clear filters button to get back to the full list. If you know a customer exists but nothing's showing up, double-check your search term before assuming the record is gone.

Filters, sorting, and saved views

Next to the search box are a few more controls. My customers limits the list to customers you own. All locations adds customers from your other locations (a Shop column appears), but it only has an effect when your organization has customer sharing turned on in HQ data-sharing settings. A fleet dropdown switches between all accounts, fleet accounts, and non-fleet accounts, and a Sort dropdown orders the list by newest first, last name (A-Z), or top spend. The saved views menu lets you save the current combination of search, filters, and sort, and bring it back later. There are separate articles on filters and saved views and on account owners, which may not be available in the help center yet.

Adding, importing, and exporting

Above the search box are three buttons: Import CSV takes you to the customer import flow for bringing in a list from a spreadsheet, Export CSV downloads your customer list straight away with no extra dialog, and New Customer opens the full new-customer form. If your directory is empty, that same action shows up as an Add Customer button in the empty state instead of up top — same form, different label depending on where you click it from.

A note on large lists

The table loads 50 customers at a time; click Load more (N remaining) under the table for the next 50. The line under the table shows how many are loaded out of everyone matching your current search (or your whole shop when the search box is empty). Adding more to your search term is often faster than loading page after page.

Selecting several customers

If your role allows bulk actions, each row has a checkbox, and a bar appears once you've selected at least one customer. Set owner assigns the selected customers to a team member (or clears the owner) and requires permission to manage customers. Message selected opens the bulk message composer with those customers pre-filled; nothing is sent from the Customers page itself, and it requires the bulk message feature and permission to manage automations. If your role has neither permission, the checkboxes don't appear.