Add and manage customers

01Add a customer

1. Open Contacts in the sidebar, select Add and choose Person.
2. Enter at least a First Name and a Primary Phone. If they don’t have a phone, tick No phone number available.
3. Add their Email, the company they belong to, a Lead Source and a Mailing Address if you have them.
4. Decide about the Customer Portal. Leave Don’t send welcome email yet unticked to create their Portal access and email them now. Tick it to do that later.
5. Select Create Client. Their customer page opens.

Without Don’t send welcome email yet ticked, an email address is required.

02Add a company

1. In Contacts, select Add and choose Company.
2. Enter the Company name and any contact details, then select Create Company.
3. Link people to it with the company field on their customer form.

03Find everything about a customer

1. Open a customer from Contacts to see their Details, Projects, Documents, Invoices and Estimates in one place.
2. Use Edit to update their details.
3. Added them without an email? Edit them, untick Email not available yet and enter one. Saving creates their Portal access and sends the welcome email.

Changing the email of someone who already uses the Portal also changes the email they sign in with, so Garrison asks you to confirm.

04Add a note or a voice memo

1. In the Activity panel beside a customer or project, select Add and choose Note.
2. Type your note. Use @ and a name to bring a teammate in, then select Add Note.
3. To talk instead of typing, choose Record Voice Memo, allow microphone access, and select Stop when you’re done.
4. Listen to the preview, then select Upload to save it, or Discard to record again. Garrison transcribes the memo once it’s saved.

A voice memo can be up to five minutes long. If a transcript fails, use Retry transcription on the memo.