RADIEFILES

Customers and enquiries

Customers and sites

Keep your customers' details and the places you work for them, and bring them in from a spreadsheet.

A customer is a person or business you do work for. A site is a place you work for them, such as their home, a rental or a shop.

Customers are for office staff, admins and the owner. Workers see the customer's name and phone on the jobs they work on.

Your customer list

Click Customers in the main menu.

  • Type in the search box to find someone by name, phone or email.
  • Click a customer to see their details, sites and jobs.
Customers

Add a customer

  1. Click Customers, then the round + button.
  2. Type their Name, Phone, Email and any Notes.
  3. Under First site (optional), add the address of the place you'll work. Give it a Name for this place, such as "Home" or "Rental".
  4. Click Add customer.
Adding a customer

A customer's page

A customer's page shows:

  • their phone and email, with Call and Text buttons
  • Quote, to start a quote for them
  • Edit, to change their details
  • their Sites
  • their Jobs, with a New job button
Customer details

Sites

Sites save you typing the same address again and again. Each site can have its own notes, such as the gate code, the dog's name, or where the switchboard is.

To add a site:

  1. Open the customer.
  2. Under Sites, click Add site.
  3. Type a name for the place and its address. Add Site notes if you like.
  4. Click Save site.

Sites are also saved when you create a job and tick Save the job's address to this customer for next time.

To change or remove a site, use the pencil or bin next to it.

Archive a customer

  1. Open the customer, then click Edit.
  2. Click Archive customer, then confirm.

They drop off your customer list. Jobs you've already done for them keep their name.

Import customers from a spreadsheet

Moving from another app or a spreadsheet? Bring your customers across in one go.

  1. Save your spreadsheet as a CSV file. In Excel, click File, then Save as, and choose CSV. In Google Sheets, click File, then Download, then CSV.
  2. Make sure the first row has the column names, such as Name, Phone and Email.
  3. In TradieFiles, click Customers, then Import customers.
  4. Click Choose a CSV file and pick your file.
  5. Under Which column is which?, check each field matches the right column. Pick Not in the file for anything your spreadsheet doesn't have.
  6. Check the first few rows look right.
  7. Click Import.

You can import up to 2,000 customers at a time. You can match name (or first and last name), email, phone, street address, suburb, state, postcode and notes.

Anyone you already have, with the same email or phone, is skipped. Rows with something missing or wrong are skipped too, and TradieFiles tells you which rows and why.

Importing customers from a CSV