Drillbit — Customer Accounts v16

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Showing 50 of 22162 customer accounts

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Add customers manually or in bulk.

You're creating a new customer

Set up the customer account first, then add the contact details.

Add customer

Complete

Create Customer list

Keep customer details organized. Add customers manually or import them in bulk.

Add one customer to your list so you can create leads, jobs, and track activity.

Upload a CSV to add multiple customers at once.

Add a new Customer

Customer account

Account*

Choose the account first. The account type will fill in automatically.

Account type*

Account name*

Contact details

Name*

Phone*

Address

TCPA Compliance Acknowledgment

I acknowledge that proper consent has already been obtained for outbound communications in compliance with TCPA regulations.

Customer created

The customer is ready and linked to the right customer account.

Customer

Jim

Customer account

Jim

New Residential account

You can open the account to review linked customers, recent jobs, and addresses.

Import Customers

Upload a CSV to add multiple customers at once.

Upload customer CSV

CSV files only

Merge customer account

Choose another account to merge into this account. Customers stay separate; the selected account will be removed after the merge.

Keep this account

Merge this account

These accounts have different Residential / Commercial types. Resolve the account type before merging.