Drillbit — Customer Accounts v16

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Location	Customer account	Type	Customers	Address	Jobs	Source	Tags

Showing 50 of 22162 customer accounts

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Add customers manually or in bulk.

You're creating a new customer

Fill out the essentials to add this customer. Everything will be ready when you need it.

Add customer details

Complete

Create Customer list

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

Add a New Customer

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

Import Customers

Upload a CSV to add multiple customers at once.

Add a new Customer

Add a customer to your list so you can create leads, jobs, and track activity. Keep all their details organized in one place.

Name*

Phone*

Address

Customer account

Create a new account for this customer or link them to an existing one.

Account*

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

Account type*

Select an account above to show its type

Account name*

TCPA Compliance Acknowledgment

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

Customer created

The customer and account are ready.

Customer

Jim

Customer account

Jim

New Residential account

Import Customers

Upload a CSV to add multiple customers at once.

Upload customer CSV

CSV files only

Merge customer account

Choose the account these customers should belong to. Customers stay separate; this does not merge duplicate people.

Current account

Merge into

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