> ## Documentation Index > Fetch the complete documentation index at: https://support.jomioz.com/llms.txt > Use this file to discover all available pages before exploring further. # Customers > Add a customer, keep their sites and contacts, and start work from the record. Open **Customers** in the left sidebar. The list is the hub for contacts, sites, and follow-up. Signup already added an example customer that uses your email. Archive that row when you no longer need the sample. ## Add one customer Click **New customer**. Save a name, an email, and the address where the work happens. The schedule uses that address. On **Edit customer** you can also set: | Field | What it does | | -------------------------------------------- | ------------------------------------------------------------------------------------------------------------------- | | First name, last name, company, display name | How the customer shows on estimates, jobs, and invoices | | Email | Where estimates, invoices, and statements are sent. **Add email** when there is more than one | | Phone numbers | **Mobile**, **Work**, and **Landline**. Add another of the same kind if you need it | | Tax ID | Optional until your country requires it on a business invoice. The label follows that country, such as a VAT number | | Lead source and referred by | Where this customer came from | | Team note | Internal. The customer does not see it | | Send notifications | Job and account updates for this customer | | Email marketing | Whether they agreed to promotional email | | Do not service | Blocks new jobs and visits. Existing jobs and history stay visible | **Residential** and **Business** are the two segments on the list. A business invoice can stay blocked until the tax ID is on the customer. Which ID, and when, is in [Rules for your country](/help/your-country). ## Import a spreadsheet Click **Import**. Download the template, fill one customer per row, and upload it. Each row needs a name, an email, and a full address: street, city, state or region, and postcode. Match is on the email. Choose whether to leave an existing customer as-is or update them. **Export CSV** downloads the list you are looking at. ## Find someone Search matches name, company, phone, email, tax ID, and address. **Filters** has four controls: | Filter | Choices | | ---------------------- | ------------------------------------------------------------------------------------------------ | | Segment | **All**, **Residential**, **Business**, **Active**, **No activity**, **Do not service** | | Focus | **None**, **With jobs**, **With outstanding invoice**, **Approved estimate** | | Created | **Last 7 days**, **Last 30 days**, **Last 90 days**, **This month**, **This year**, **Any time** | | Tag and Archive status | A tag, then **Active customers**, **Archived only**, or **All customers** | Click the **Customer** or **Last activity** column header to sort. There is no Created date sort. **Created** is the date filter above. ## On the customer The header shows the contact, **Outstanding balance**, and **Next visit**. **Create** starts a **Job**, an **Estimate**, an **Invoice**, or a **Service plan** when your plan includes recurring work. **Email client** writes to a saved address. **More options → Edit customer** changes the profile. The sections on the record, in this order: | Section | What you use it for | | ------------------------- | -------------------------------------------------------------------------------------------------------------- | | Contacts | People on the account. Mark one **Primary contact** and one **Billing contact** | | Addresses | Service sites. **Set as primary** is the address new work uses. **Set as billing** is the address invoices use | | Jobs, Estimates, Invoices | Work and bills already linked here. Open a row for the full record. An empty Jobs list has **New job** | | Recurring | Service plans for this customer, when that feature is on | | Requests | Intake that is linked to this customer | | Equipment | Units at this customer’s sites, when the [equipment register](/settings/equipment) is on | | Notes | Team-only. Not shown in Client Hub | | Files | Documents tied to this customer | | Photos | Images tied to this customer | | Activity | Messages, work, and notes in one timeline | | Record changes | Who edited this customer | ### Addresses **Add address** on **Addresses**. Site notes and a default tax rate can sit on that address. **Set as primary** is the address new work uses. **Set as billing** is the address invoices use. Archiving an address hides it from new jobs. Records that already use it keep the old address. ### Contacts **Add contact** for accounts payable, the person on site, or a second decision-maker. **Primary contact** is who dispatch and billing call first. **Billing contact** is the person the bill is aimed at. Deleting a contact removes that person from this customer. It does not delete the customer. ### Balance and statement **Outstanding balance** in the header means they still owe something. Open the invoice, or send a reminder from that strip. **Download statement** and **Email statement** send a PDF of open invoices and amounts due. The statement is not a new invoice. **Request card on file** (the money row, or **More options**) asks them to save a card for later. That needs [Jomioz Payments](/integrations/stripe) ready. ## Archive, delete, and merge **More options → Archive customer** hides them from the active list. **Restore customer** is on the same menu when you open them from **Filters → Archived only**. The list action is **Restore**. **Delete customer** is permanent. The dialog says it removes their notes, contacts, and properties. It is refused when they have jobs, estimates, invoices, payments, or a saved card. The title is **This customer cannot be deleted**, and the next step is **Archive instead**. If any selected row is blocked, **Delete** stays off for the whole selection: **Some selected customers have jobs, estimates, invoices, payments, or a saved card. Deselect those, or archive them instead.** It does not skip the blocked rows and delete the rest. **Merge** keeps one customer and moves the other’s jobs, estimates, invoices, addresses, notes, messages, and payments onto the one you keep. Duplicate addresses are combined. Confirm which row is **Keep this customer** before you merge. The other record is removed. Do not delete a customer that has a payment.