Keep a customer recordUpdated
Contacts, more than one property, account credit, and their whole history in one place.
Written 30 September 2026 · updated 9 October 2026
What is said in this recording
The customer record is where everything about somebody collects: every quote, job, invoice and payment, plus their addresses and the people you deal with. It is worth keeping tidy because the reports and the Radar read it.
Step by step
- 1
Go to Customers and press Add, or open one that exists.
- 2
Record whether they are a person or a business.
A business customer can carry a company name and a purchase order on its paperwork.
- 3
Add more than one property if they have more than one.
A landlord with six flats is one customer with six addresses. Each job is against the right property, so the history stays straight and the travel is right.
- 4
Add extra contacts where you deal with more than one person.
A tenant to let you in, an office manager who pays the bill.
- 5
Check their account credit before quoting.
Anything they are holding shows here, and is offered against the next quote automatically.
Worth knowing
Account credit comes off as a line on the quote
Not as a discount and not as a special case: it is a negative line, so the subtotal, the VAT, the total, the deposit and the accounting all net it off with nothing to remember.
Check the email address if it is flagged
An address can be perfectly well formed and still belong to nobody — “hotmail.co.uj” is one key away from “hotmail.co.uk”, and nothing about it looks wrong. Where the domain is one slip from a provider millions of people use, the box says what it thinks was meant. It is only ever a warning: an unusual address is far more often somebody’s real employer than a mistake, so if it is right, leave it and carry on.
Why it matters more than it sounds
A wrong address does not bounce back to you. The invoice is sent, the record says “emailed”, and the first you hear is the customer asking where their bill is — usually once it is overdue. Thirty seconds here saves that.
Each property can be billed to somebody different
A landlord with six flats may have a different agent paying for each one. Under each property there is “Who gets billed” — search your customers, or add somebody who is not on TaskMyJob at all, which is the usual case for a landlord you only ever invoice.