Create Customer

Create a residential or commercial Customer Command Center profile with loyalty, referral, payment, quality, and timeline readiness.

1. Customer Type

Jarvix AI shows the correct customer questions based on the profile type.

Required

Basic profile information used across Customer 360, bookings, billing, communication, and timeline.

Customer / Contact Name

Phone

Status

Source / Referral

Preferred Communication

Save property access details so future bookings and field teams have correct instructions.

Service Address

City / ZIP / Location

Property Type

Bedrooms

Bathrooms

Square Feet

Pets

Preferred Frequency

Entry Instructions

Gate Code

Alarm Code

Parking Instructions

Used for access issues, urgent job questions, or service emergency communication.

Emergency Contact Name

Emergency Contact Phone

Relationship / Role

Emergency Notes

Every customer gets a loyalty card, customer grade, referral code, and tenant-based referral URL.

Preferred Payment Method

Lifetime Value

Open Balance

Late Payments

Complaint Count

Loyalty Notes

Private notes for office staff. Not visible to customer.