Adding a Customer

Before you can create a job, you need to add the customer. Here's how to set up a customer profile in Revofield.

Creating a New Customer

Go to Customers from the main navigation and click + New Customer.

Contact Information

Fill in the following fields:

• First Name (required)
• Last Name (required)
• Email (required)
• Phone (required)
• Company Name — Optional. Use this for commercial or business clients
• Preferred Contact Channel — Choose how the customer prefers to be reached: Email, Phone, or SMS
• Internal Notes — Private notes visible only to your team (e.g., "Key under the mat," "Dog in backyard")

Adding Addresses

Each customer can have multiple service addresses. For each address, provide:

• Label — A name for the address (e.g., "Home," "Office," "Rental Property")
• Address Line 1 and Line 2
• City, State, Postal Code, Country
• Primary Address — Check this for the customer's main location. It will be pre-selected when creating a new job

You can add as many addresses as needed — useful for property managers or customers with multiple locations.

Quick-Adding a Customer from a Job

You don't always have to create a customer first. When creating a new job, click New Client directly from the job wizard. Fill in the details and the customer is created and linked to the job in one step.

Searching and Filtering Customers

The Customers page lets you:

• Search by name, email, phone, or company
• Filter by status (Active or Archived)
• Filter by portal access (enabled/disabled)

Archiving a Customer

To archive a customer, open their profile and click Archive. Archived customers are hidden from active lists but their job history and invoices are preserved. You can restore an archived customer at any time.