How to Add a New Customer in Allison
Keeping your customer list organized starts with clean, complete profiles. Here’s how to add new customers in Allison—quickly and easily.
Method 1: From the Main Menu
Click the Menu (Top Right Corner)
Select “Customers”
You’ll land on your full customer index page.
Click “Add Customer”
Fill out the form with the following details:
Basic Info: Name, email, phone number, address.
Property Info: Details about the customer’s location.
Property Notes & Customer Notes: Add any helpful context.
Tags: Use tags like “Do Not Service,” “High Priority,” “Family & Friends,” “Same Cleaner,” etc.
Birthday: Optional, but great for personal touches.
📍 Does your customer have multiple properties?
Click Add Property to include more addresses. To remove one, hit Remove Property.
Method 2: During Job Scheduling
Click “Add Job” from the top header
On the Customer Search screen, Click “Create New Customer”
You’ll see the same form to enter:
Contact and property details
Notes
Tags
Birthday
Click Create New Customer when done, and you’ll be ready to schedule a job for them on the spot.
TL;DR
Add customers from either the Customer Index or Add Job Flow.
Include as much info as possible to streamline your operations.
Use tags and notes to stay organized and deliver a personalized experience.
Got questions? We're here to help.