Using the Customers page
Your full customer list, with every service each person buys.
The Customers page lists everyone you serve. Each card can be opened up to show that customer's services underneath.
- Use the search box to find someone by name, phone, email, or address.
- Press Add to start the New customer form.
- Press Add a line on a customer to sell them another service — their contact info is filled in for you.
- Click a customer's name to open their full profile.
Buttons that open the app ask you to sign in first. New to RouteStacker? Start free.
Related guides
A customer's profile and statement
Everything about one customer: services, bills, payments, and their running balance.
Selling a second service to an existing customer
Add another service under the same customer instead of making a new one.
Adding a new customer (book, quote, or save as a lead)
One simple 3-step form for every new customer — on the phone or in person.