Customer Management for Field Service Businesses

Keep all your customer information organised and accessible. Dingo Desk’s customer management system makes it easy to maintain client relationships across multiple jobs.

Customer Dashboard

The customer dashboard shows all your customers in one place:

• Search by name, phone, or address
• View recent jobs per customer
• Access contact information
• Add new customers on the fly

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Customers dashboard

Coming soon

Creating a Customer

1. Go to Customers in the organisation tab
2. Tap “Create Customer”
3. Enter customer details:
   • Name: Business or individual name
   • Phone: Primary contact number
   • Email: Contact email address
   • Address: Service location (with Google Places autocomplete)
4. Add additional contacts if needed
5. Tap “Create”

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Create customer form

Coming soon

Customer Details

Each customer record includes:

• Basic info: Name, phone, email, address
• Multiple contacts: Add several contacts per customer
• Job history: All past and current jobs
• Addresses: Service locations and billing address
• Notes: General notes about the customer relationship

Customer Contacts

Add multiple contacts for each customer:

• Different contact for billing vs. service
• On-site supervisor contact
• Emergency contact
• Each contact has name, phone, email, and role

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Customer contacts view

Coming soon

Address Management

Addresses use Google Places autocomplete for fast, accurate entry:

• Start typing to see suggestions
• Select the correct address
• Address is formatted consistently
• Can store multiple addresses per customer

Quick Customer Creation

During job creation, you can add a new customer without leaving the workflow:

1. When selecting a customer, tap “Add New Customer”
2. Enter name and contact details
3. The customer is saved and selected for the current job

Best Practices

• Add multiple contacts for key customers to ensure you can always reach someone
• Keep addresses accurate using Google Places — this helps with navigation and scheduling
• Review job history before scheduling new work to understand the customer’s needs
• Add notes about customer preferences or special requirements

Customer Relationships

Good customer data helps you deliver better service. The more you know about your customers, the more you can anticipate their needs and exceed their expectations.

→ Learn about creating jobs → Manage your organisation