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 the service mix for each property — Flag which services each property gets — lawn treatment, mowing, landscaping, or tree & shrub. The service mix drives which jobs, plans, and records are available for that property and keeps your calendar and reports organized by the work you actually do.
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.