The customer list lives at /contacts and is titled Customers. The older /customers address opens the same page. The header shows the record count.
Find a customer
Type in Search customers (name, phone, email, or address). On large companies the search covers all history, not only the rows loaded. The left rail has:
- Saved views: All customers plus any smart views Trades Operator offers.
- Loaded-record shortcuts: Missing contact, Open balance, and Active this month. These cover only the records loaded so far.
Sorts include Recently active, First name A–Z, Last name A–Z, Recently created and Recently completed job. Missing payment · highest balance is shown to owners and admins only. Click a row to see contact, relationship and money details, then Open customer. If there are more, click Load older matching customers.
Add a customer
Only an owner, admin or dispatcher sees New customer (/contacts/new). Anyone else sees "Customer creation is not available for this role."
- Click New customer.
- Choose Customer type: Person or household or Business.
- Enter Customer or business name. Trades Operator checks saved customers as you type.
- Add Phone and/or Email so Trades Operator can reach them.
- Optionally fill the Service address. If you start it, complete the whole address.
- Click Create customer.
Saving creates only this customer and address. Adding a phone or email does not grant permission to text or email them.
When a match is found
If a saved customer already matches by name, phone, email or address, you see "Matching customer found". Open the saved customer, or click Create different customer if it truly is someone else. Archived matches say "Open to restore". See the duplicates article for the address rule.
If it is not working
- "Customers are temporarily unavailable": nothing changed; retry shortly.
- "Customer save not confirmed": it may already be saved; search before creating again.
- Empty list: customers arrive by importing from HighLevel, CSV, or QuickBooks, or by adding them.
Last updated 2026-10-09. Questions? Email support@tradesoperator.com.