> ## Documentation Index
> Fetch the complete documentation index at: https://help.homespace.co/llms.txt
> Use this file to discover all available pages before exploring further.
# Manage your customer list in Homespace
> View, search, and manage every customer record in one place — contact details, job history, invoices, estimates, and internal notes all in one profile.
Your customer list is the central record for everyone your business has ever worked with. Every request, estimate, job, invoice, and review is linked to a customer profile, so you always have the full picture before stepping onto a job site.
Build a catalog of services with pre-set prices and markups.
Get a dedicated local business number with call forwarding and SMS.
Invite technicians, set roles, and assign jobs to crew members.
## View and search your customers
Navigate to **Dashboard > Customers** to see your full customer list. Customers are sorted by most recently added by default. The list shows each customer's name, company (if set), phone, email, and primary address.
Use the search bar to filter by name, company, phone number, or email address. Results update as you type.
## What's in a customer record
Each customer profile contains:
* **Contact info** — name, company, phone, email
* **Service addresses** — one or more property addresses, each shown on the map
* **Job history** — every estimate, job, invoice, and review linked to that customer
* **Notes** — internal notes visible only to your team
* **Photos** — images attached to jobs at that address
## Add a new customer
Go to **Dashboard > Customers** and click **Add customer**.
Fill in the customer's name, phone, email, and company (optional).
Enter the property address. Homespace geocodes it automatically and pins it on the map.
Click **Save**. The customer is now available to attach to estimates and jobs.
Customers are created automatically when a request comes in through the Capture inbox — you don't need to add them manually.
## Search and filter customers
Type any part of a customer's name, company, email, or phone number into the search field. Homespace searches all four fields simultaneously, so a partial phone number or a first name alone is enough to find the right record.
## Add internal notes
Open a customer record and scroll to the **Notes** section. Notes are only visible to your team — they never appear on estimates, invoices, or the customer-facing booking page. Use them to record access codes, parking instructions, or anything your crew needs to know before arriving.
## Customer history
Every estimate, job, invoice, and review tied to a customer appears in the **History** tab of their record, sorted with the most recent activity first. You can open any item directly from the customer record without navigating away.
## Service addresses and the map
Each address on a customer record appears as a pin on your service-area map. If a customer has multiple properties — for example, a homeowner with a rental unit — you can add additional addresses from the **Addresses** section of their profile.
## Merge duplicate records
If the same customer was added twice (for example, manually and then again from a request), open one of the records, click **More > Merge**, and search for the record you want to keep. The merge combines all jobs, estimates, invoices, and notes into the surviving record and removes the duplicate.
## Export your customer list
To export a CSV of all your customers, go to **Dashboard > Customers**, click the **Export** button in the top-right corner, and choose **Download CSV**. The file includes name, company, email, phone, and primary address for every customer.
You cannot delete a customer who has outstanding invoices, active jobs, open estimates, or active recurring services. Resolve or archive those records first.