Creating Your First Customer

Customers are the foundation of RoutePilot. Every job, invoice, and communication is tied to a customer record.

Adding a Customer

1. Go to Customers in the main navigation
2. Click Add Customer
3. Fill in the customer details:
   • First and last name (or business name)
   • Phone number — used for SMS notifications
   • Email address — used for email confirmations and invoices
4. Click Save

Adding a Service Location

Most customers have one service address, but you can add multiple if they have several properties you service.

After saving the customer:

1. Click Add Service Location
2. Enter the street address
3. Add any site-specific notes (gate code, pet on property, parking instructions)
4. Save the location

Recurring Schedule

If this customer receives regular service on a set schedule, you can configure that now:

1. On the customer record, click Add Recurring Schedule
2. Choose the frequency: Weekly, Biweekly, or Monthly
3. Select the preferred day(s) of the week
4. Set the service start date
5. Save

Jobs will be created automatically on the recurring schedule. You can still adjust individual jobs from the dispatch board without affecting the schedule.

Customer Notes

The Notes field on the customer record is visible to dispatchers and office staff. Use it for:

• Billing notes ("owner is on-site Tuesdays only")
• Communication preferences ("prefers text, not email")
• Relationship context

Service-location notes (gate codes, access instructions) should go on the service location, not the customer record, so technicians see them on their mobile stop detail.

Next Steps

• Creating Your First Job
• Scheduling Jobs