Add your Existing Customer

Featuring your Existing Customers

Having all your customers in Servifocus makes it easy to schedule jobs more quickly for your existing customers and builds a customer database complete with their contact information and any notes or tags you already have on your customers.

There are some ways you can add customers to your account: Import from a file (either an Excel spreadsheet you have or from a prior software system) Add one-by-one.

This article will walk you through the options for adding your customers to Servifocus.

Option 1:

You can add customers manually into Servifocus.

Option 2:

Import customers from Excel Spreadsheet

Click Import Customers and add excel sheets.