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Customer records

Your clients, on every job.

Keep contact, billing, site, and related-job details together in one customer record.

Get startedSee how it works
Customer records stay private to the organization and follow the signed-in person's current role capabilities.
FL Permit Pay customer record with masked sample contact details
Example dataA real FL Permit Pay customer-record view with contact details masked for this public page.

How the work moves

One customer record carries the relationship.

Save the customer facts your team owns, then connect the work without recreating the contact record.

  1. Step 1

    Save the customer once

    Keep the contact, billing, and site facts in one customer record.

  2. Step 2

    Connect each job

    Choose the saved customer when work is created so the relationship stays visible.

  3. Step 3

    Use the saved contact path

    Reach the right person from the record without presenting a contact path as a sent message.

  4. Step 4

    Keep access explicit

    Organization membership and role capabilities continue to govern who can view or edit the record.

Next step

Keep every client connected to the work.

Start with the customer and job facts your team already owns.

Access continues to follow your organization and role permissions.
Get started