Getting Started with PrecisionOps: Adding your first customer
Customers are the center of everything in PrecisionOps. Every job, every piece of equipment, every invoice, and every service record ties back to a customer. Adding your first one is simple, but understanding what information to capture -- and why -- sets you up for a much smoother experience down the road.
This post covers adding a single customer manually. If you have a full customer list to bring over, there are separate guides for CSV imports and platform migrations. But starting with one customer is the best way to understand how the system works before you load everything in.
What You'll Need
At minimum, you need a customer name and a service address. That is enough to create a record and schedule a job. But the more detail you add upfront, the more useful the record becomes. Ideally, have the customer's phone number, email address, and any notes about site access, gate codes, or specific instructions that your technicians would need to know.
If the customer has multiple properties -- say, a homeowner with a rental property, or a property manager with several buildings -- you can add multiple service addresses under a single customer record. This keeps all their history, equipment, and billing in one place instead of spread across duplicate entries.
Step-by-Step Walkthrough
Creating a customer record in PrecisionOps is straightforward. Here is what you are working through.
- Start a new customer record -- Navigate to your customer list and create a new entry. You will enter the customer's name (or business name for commercial accounts), phone number, and email. These are the basics that enable communication and job assignment.
- Add the service address -- Enter the physical location where you perform work. This is what shows up for technicians in dispatch and feeds into route optimization. Include any unit or suite numbers. You can add additional service addresses to the same customer if they have multiple locations.
- Add notes and special instructions -- This is the field that saves your technicians from calling the office mid-drive. Gate codes, parking instructions, dogs in the yard, preferred contact methods, the customer who only wants you to come to the side door -- put it all here. These notes travel with the job, so whoever gets dispatched sees them.
Tips
Get into the habit of adding notes to every customer record, even if it feels unnecessary at the time. Six months from now, when a different technician gets dispatched to that address, those notes are the difference between a smooth call and a phone call back to the office asking where to park. Also, enter email addresses whenever you have them -- they unlock the customer portal, where customers can view their equipment, approve estimates, pay invoices, and request service online.
What's Next
Now that you have a customer in the system, the next post walks through creating your first job from start to finish -- scheduling it, dispatching it, and closing it out.