Customers
Customer records, the 360° history view, and the customer portal your clients see.
Add or edit a customer
Add a customer one at a time from the Customers page, edit their details anytime, or bulk-import your whole customer list from an Excel template.
See everything about a customer in one view
Open any customer to see their contact info, money summary, and full history — jobs, projects, invoices, estimates, images, texts, and calls — in one place.
Give a customer their portal link
Share a customer's personal portal link so they can see their estimates, invoices, photos, and files — and pay open balances — without an account or password.
Handle duplicate customers
How to find duplicate customer records, pick the one to keep, clean up the extras, and stop new duplicates from being created in the first place.
What your customer sees: portal, invoice, estimate, and booking pages
A tour of every customer-facing page in Dispatch Bros — the personal portal, public invoice and estimate pages, and your online booking page.