Adding and Editing Customers
Customer records are the foundation of Trade2Base. Every job, quote, and invoice is linked to a customer. This guide covers creating new customers, editing existing ones, using tags to organise your database, and viewing a customer's full history.
Adding a new customer
Navigate to the Customers section. You'll see your full customer list with search and filter options.
Hit the blue "New Customer" button in the top-right corner. The new customer form opens.
Complete the required fields (name, phone, address) and any optional fields. See the field guide below for details on each.
Apply one or more tags to categorise the customer (e.g. Residential, Commercial, Landlord, Priority). Tags can be filtered later to find specific groups.
The customer record is created. You'll land on the customer detail page where you can immediately create a job or quote.
Field guide
Editing an existing customer
Search for the customer by name, phone number, or address using the search bar. Click their name to open the detail view.
Click the "Edit" button in the top-right of the customer detail page. All fields become editable.
Update any fields — address changes are particularly common when a customer moves. Changes apply to future jobs and documents; historical records are not altered.
Click "Save changes". The updated details are immediately reflected across Trade2Base.
Using customer tags
Tags let you segment your customer database for filtering and reporting. Common use cases:
- Residential / Commercial — to distinguish private and business customers.
- Landlord — to identify customers who own multiple properties.
- Priority — for customers who need a faster response time.
- Service contract — customers on an annual service agreement.
- On hold — customers with outstanding payment issues.
You can create new tags on the fly by typing a name in the tag field and pressing Enter. Tags can be managed in bulk from Settings → Customer Tags.
When you convert a job request from the portal or embed form, a new customer record is created automatically if no match is found. You don't need to create customers manually for every enquiry that comes through your booking form.
If you accidentally create two records for the same customer, go to the duplicate record and click Merge customer. Search for the record to merge into and confirm. All jobs, quotes, and invoices from the duplicate are moved to the primary record. The duplicate is then archived.
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Next steps
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