Customers

Adding customers

1. Go to the Customers tab
2. Tap +
3. Fill in their details:
   • Name (required)
   • Service address — where you do the work
   • Phone and Email — for sending invoices
   • Billing address — if different from service address

Why separate addresses? A property manager might have 10 rental properties. The service address is each property. The billing address is the manager's office.

Customer details

Tap any customer to see their full profile:

• Jobs — all past and upcoming jobs for this customer
• Invoices — payment history and outstanding balances
• Estimates — any quotes you've sent
• Notes — internal notes about the customer or property

Customer balances

The Money tab shows all outstanding customer balances. You can sort by:

• Largest — biggest balances first (find who owes the most)
• Oldest — oldest unpaid invoices first (find who's been late the longest)

Tap any customer balance to see their invoice details and send payment reminders.

Saving a card on file

When a customer pays online through Stripe, their card is automatically saved for future charges. You can also:

1. Open the customer's profile
2. Go to their invoice
3. Use the Charge & Send Receipt option on the next completed job

Once a card is saved, completing a job gives you two options:

• Charge & Send Receipt — charges the saved card immediately
• Send Invoice — sends an invoice without charging (for customers who prefer to pay manually)

This is the magic of GRASSR. Finish a job, tap once, get paid. No chasing payments.

Customer portal

Every customer automatically has a personal portal — a private web page they can visit to see their account, upcoming jobs, and pay invoices.

The portal link is included in every invoice email you send. Customers don't need to create an account — the link is unique to them.

What customers can see on their portal:

• Upcoming scheduled jobs
• Outstanding invoices with a Pay Now button
• Payment history and past invoices

The portal lives at grassr.io/portal/[unique-token] and works on any device.

Editing customers

Tap any customer to open their profile, then tap Edit to update their:

• Name
• Service address
• Phone and email
• Billing address
• Tax settings

The edit form opens as a sheet — no need to leave the customer profile.

Deleting customers

To remove a customer:

1. Open their profile
2. Scroll to the bottom
3. Tap Delete Customer

Note: Deleting a customer removes their profile but preserves historical job and invoice records for your bookkeeping.