How to add customers and properties

Steps

1. Choose how to add your customers — From the Customers page, decide whether to bulk-import an existing list from a spreadsheet (CSV) or add customers one at a time. Importing is the fastest way to bring over an established book; adding manually is perfect for new leads as they come in.
2. Enter the customer's contact details — Add the customer's name, phone, and email. These details power appointment reminders, completion notifications, invoices, and the optional customer portal — so the more complete the record, the more of the platform works for you automatically.
3. Add and verify the property address — Enter each property's address using the autocomplete field. TurfTechAdvisor validates the address with Google and drops a verified map pin, so every visit, route, and EPA record starts from the exact right location. A green verified badge confirms the address is mapped.
4. Set Property Services for each property — Choose which services each property gets — Lawn treatment, Tree & Shrub, Mosquito, Mowing, or Landscaping. Open Property Services for bulk editing, or use Services this property gets on the customer profile. Both edit the same property settings; customer tags stay separate. These flags control eligibility and do not schedule visits.
5. Review, save, and repeat — Save the customer and confirm the property appears on the map with the right service flags. Repeat for the rest of your book — or let an import do it in bulk — and you're ready to start scheduling work.

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