Articles on: Customers

Adding a Customer

GlassFlow keeps a searchable database of all your customers. Before creating a job, always search for the customer first — this keeps your records clean and links all their jobs together automatically.

How to Add a Customer

You can add a customer directly from the job creation screen, or from the Customers page.

From the Customers page:

Click + New Customer
Fill in the details (see fields below)
Click Save

From the job creation screen:

In the Customer step, search by name or phone
If no match is found, click Create New Customer
Fill in their details inline and continue creating the job

Customer Fields

Field	Required?	Notes
Name	Yes	Full name or business name
Phone	No	Used for SMS confirmations
Email	No	Contact email
Address	No	Service location street address
City	No	City name
Customer type	No	Retail, Business, or Dealership

Customer Types

Retail — individual consumer (default). Eligible for automated SMS.
Business — commercial account such as a fleet or body shop. SMS is skipped.
Dealership — auto dealer account. SMS is skipped.

Tips

If a customer shows a Returning badge, they have completed jobs already in your system
Phone number should be a US number — it's used to send appointment confirmations automatically
Business and dealership customers appear on the Accounts tab in the Customers list

Still need help? Chat with us using the support widget.

Updated on: 29/03/2026

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