Manage customer contacts, billing details, service locations, preferences, and planning data.
Customer records hold the commercial relationship and communication preferences. Property records hold the locations and access information where your team performs work.
Delete a customer
Review unfinished work and the data that will be permanently removed.
Customer and property model
Understand why contacts, billing details, and service locations are kept separately.
Create and manage customers
Add contact, billing, language, invoicing, and notification information.
Prepare property addresses
Keep planning coordinates, access notes, and service locations accurate.
Set customer preferences
Override company defaults for invoicing and notifications when needed.
Every order and subscription belongs to exactly one property. If a customer receives service at several locations, create a separate property for each location.
Customers and properties explained
Learn which information belongs on a customer and which belongs on a service property.
Create and manage customers
Add customer contact, billing, language, invoicing, and notification information.
Delete a customer
Review unfinished work and the records that will be removed before permanently deleting a customer from Sweeply.
Manage properties and planning addresses
Keep service locations, coordinates, access information, and property requirements ready for planning.
Set customer invoicing and notification preferences
Override company defaults for one customer without changing the rest of your customer base.
Use notes, tags, and property images
Put operational context in the right place so office and field teams can find it.
