Adding Your First Customer

Building your customer database is the foundation of ContProtect. Here's how to add customers effectively.

Adding a New Customer

1. Click Customers in the sidebar
2. Click the + Add Customer button
3. Fill in the required fields:
   • Name: Customer's full name
   • Email: For warranty reminders
   • Phone: Primary contact number
   • Address: Service location
4. Click Save

Optional Information

You can also add:

• Secondary contact info
• Property notes (gate codes, pet warnings, etc.)
• Preferred contact method
• Tags for easy filtering

Importing Existing Customers

Have customers in a spreadsheet? We offer free data migration! Request free migration →