Adding clients manually

The fastest way to get a single client into Mowzey. Takes under a minute if you have their name and phone number handy.

When a new customer calls you up or signs you up at the door, the quickest way to capture them is to add them by hand. This guide walks through the New Customer form, which fields actually matter, and how to handle customers who get billed at one address but want their lawn cut at another.

Opening the New Customer form

1
From the main app, click Customers in the left sidebar.
2
Click the green New Customer button in the top right of the customer list.
3
A drawer slides out from the right with the new customer form. The cursor lands in the Name field so you can start typing right away.

What you have to fill in

The only field Mowzey requires is the customer's name. That is the minimum to create the record. Everything else can be filled in later when you have more time or more information.

For business customers, use the company name (for example, Pinecrest HOA) in the Name field. You can put a point of contact in the notes section.

What you should fill in if you have it

These fields are optional, but each one unlocks something useful down the line. Add them now if you have them.

  • Email. Required for sending invoices and quotes through Mowzey. If a customer does not give you an email, you can still service them, but you will have to collect payment in person or hand them a paper invoice.
  • Phone. Used for the one-tap Call button on job cards. Crews use this in the field when they cannot find the gate or need to ask about access.
  • Billing address. Where invoices get mailed (if you send paper invoices) and where the customer's card statement will show charges from. For residential customers, this is usually the same as the property you are servicing.

Pro tip

If you only have a phone number when you create the customer, that is fine. You can text them an invite link later (see Inviting clients via email or link) and they will fill in the rest of their own info.

When billing and service addresses are different

A customer is the billable entity. A property is a place you cut grass. Most of the time these are the same: Bob lives at 123 Main Street and you mow Bob's lawn at 123 Main Street.

But sometimes they are not the same. Common cases:

  • Commercial customers. A property management company is billed at their downtown office but you service their warehouse across town.
  • Landlords with rentals. One owner, three rental houses on different streets. The owner gets the invoice; the three houses are separate properties.
  • Snowbirds. Customer lives in Florida half the year but you mow their Ohio lawn. Bill them at the Florida address; service the Ohio one.

For all of these, the billing address goes on the customer record. The property addresses get added as separate properties after you save the customer. See Adding notes and property details for the property workflow.

Saving and what to do next

Click Save Customer at the bottom of the drawer. The drawer closes and the new customer appears at the top of your list, sorted by most recently added.

From here, the most common next steps are:

  1. Add a property if the service address is different from the billing address.
  2. Send them an invite link so they can add their own card on file.
  3. Schedule their first job from the Jobs page or directly from their customer profile.

If something goes wrong

Address autocomplete is not finding the address? Type the street number and street name, then pause for a second. If nothing shows up, the address might be too new or too rural for the autocomplete database. Click Enter manually and type the full address by hand.

Duplicate customer warning? Mowzey checks for an existing customer with the same email or phone before saving. If you see this warning, click through to the existing record to make sure it is not the same person.

Need to import a whole list? Skip the manual entry route and use CSV import instead.