How to Manage Customers in Supahandi

Building and maintaining strong customer relationships is essential for your handyman business success. Supahandi's customer management system helps you organize customer information, track project history, and maintain financial records all in one place.

Getting Started with Customer Management

Dashboard Overview

Your home dashboard provides quick access to customer management with visual customer statistics:

Customer Statistics Display

• Total Customers: Real-time count of all customers
• Customer Growth: Visual representation of customer acquisition
• Quick Customer Creation: One-click access to add new customers
• Customer Navigation: Direct links to customer management interface

Quick Access Cards

The dashboard features a Customers stat card with:

• Customer Count: Shows total number of customers
• "New" Button: Direct link to customer creation dialog
• Customer List Link: Navigate to full customer management interface

Three Ways to Create Customers

1. Dashboard Quick Access

• Location: Dashboard (main page)
• Method: Click the "New" button on the Customers stat card
• Best for: Quick customer creation while reviewing your dashboard

Features:

• One-click access to customer creation
• Maintains dashboard context
• Direct navigation to customer form

2. Main Customers Page

• Location: Customers section (click "Customers" in the main navigation)
• Method: Click "New Customer" button in the top-right corner
• Best for: Dedicated customer management and review

Features:

• Dedicated customer management interface
• Access to customer list and search
• Clean, focused interface for customer management

3. Project Creation Integration

• Location: When creating projects
• Method: Customer selection during project creation
• Best for: Adding customers as part of your project workflow

Features:

• Customer must exist before project creation
• Seamless integration with project workflow
• Automatic customer-project association

Customer Creation Process

Step-by-Step Customer Setup

Step 1: Access Customer Creation

1. Navigate to Creation Form - From dashboard: Click "New" on Customers card, or from customers page: Click "New Customer" button, or from project creation: Select customer from dropdown

2. Customer Creation Dialog Opens - Modal dialog appears with customer form, form includes required and optional fields, and real-time validation provides immediate feedback

Step 2: Fill Customer Details

Required Fields:

• Name: Enter customer's full name
  • Must be at least 1 character
  • Should be the primary contact name
  • Example: "John Smith" or "Smith Family"

Optional Fields:

• Email: Enter customer's email address

  • Must be valid email format if provided
  • Used for invoice delivery and communication
  • Example: "john.smith@email.com"

• Phone: Enter customer's phone number

  • No specific format requirements
  • Used for project communication
  • Example: "(555) 123-4567" or "555-123-4567"

Step 3: Submit and Create Customer

1. Form Validation - System validates all fields
2. Customer Creation - Customer is created in your database
3. Success Feedback - Notification confirms creation
4. Navigation - Redirects to customer detail page or customer list

Managing Your Customer List

Customer List Features

List View Features:

• Customer Cards: Visual customer representation
• Contact Information: Email and phone display
• Project Count: Number of associated projects
• Quick Actions: Edit, view, and delete options
• Search Functionality: Find customers by name, email, or phone

Search and Filtering:

• Text Search: Search across name, email, and phone
• Real-time Results: Instant search results as you type
• Clear Search: Easy search reset functionality

Finding Customers

Search Tips:

• Partial Names: Search "John" to find "John Smith"
• Email Domains: Search "@gmail.com" to find Gmail users
• Phone Numbers: Search "555" to find specific area codes
• Clear Search: Use "X" button to clear search results

Customer Detail Page

Customer Information Display

Customer Header:

• Customer Name: Large, prominent display
• Contact Information: Email and phone with action buttons
• Customer Statistics: Project count and financial summary
• Action Buttons: Edit and delete customer options

Contact Actions:

• Email Button: Send email to customer (if email provided)
• Phone Button: Call customer (if phone provided)
• Edit Button: Modify customer information
• Delete Button: Remove customer (with confirmation)

Financial Overview Section

Financial Metrics:

• Total Revenue: Sum of all customer payments
• Total Expenses: Sum of all project-related expenses
• Net Profit: Revenue minus expenses
• Average Project Value: Revenue divided by project count
• Profit Margin: Percentage-based profitability

Visual Indicators:

• Color Coding: Green for profit, red for loss
• Trend Indicators: Up/down arrows for financial trends
• Progress Bars: Visual representation of financial metrics

Project Management Section

Project List Display:

• Project Cards: Visual representation of each project
• Project Status: Color-coded status indicators
• Financial Summary: Cost and payment information
• Quick Actions: View project, create new project

Project Actions:

• View Project: Navigate to project detail page
• Create Project: Start new project for this customer
• Project Status: Current status of each project
• Financial Data: Project-specific cost and payment info

Invoice Management Section

Invoice History:

• Invoice List: All invoices sent to this customer
• Invoice Status: Payment status of each invoice
• Invoice Amounts: Total amounts and payment status
• Invoice Dates: Creation and due dates

Invoice Actions:

• View Invoice: Open invoice detail page
• Send Invoice: Resend invoice to customer
• Download PDF: Download invoice as PDF
• Create Invoice: Generate new invoice from project data

Working with Projects

Linking Customers to Projects

You can associate customers with specific projects:

1. From Customer Pages - Go to your customer detail page, scroll to "Projects" section, click "Create Project" button, and the customer will be automatically selected

2. During Project Creation - Select "Customer" from the project form, choose from your existing customers, and the project will be automatically linked to that customer

Tips for Better Customer Management

When Creating Customers:

• Use complete customer names (e.g., "John Smith" not "John")
• Include valid email addresses for better communication
• Add phone numbers for project updates
• Use consistent formatting for names and contact info

For Customer Organization:

• Use full names to avoid confusion
• Keep contact information current
• Add business names when applicable
• Use family names for household projects

For Data Maintenance:

• Update contact information regularly
• Remove duplicate customer entries
• Keep project information current
• Verify financial information accuracy

Mobile Customer Management

Mobile Features

Touch-Friendly Interface:

• Large Touch Targets: Easy-to-tap buttons and links
• Swipe Gestures: Mobile-specific navigation
• Responsive Design: Adapts to all screen sizes
• Optimized Forms: Mobile-friendly form inputs

Mobile Actions:

• Quick Actions: One-tap customer actions
• Search Optimization: Mobile-optimized search interface
• Contact Integration: Direct calling and email from app
• Offline Access: PWA functionality for offline use

PWA Integration

Progressive Web App Features:

• Installation: Add to home screen for app-like experience
• Offline Access: View customer data without internet
• Background Sync: Automatic data synchronization
• Push Notifications: Real-time updates and alerts

Troubleshooting

Common Issues:

Customer Not Saving:

• Check all required fields are filled
• Verify name field is not empty
• Ensure internet connection
• Try refreshing the page

Customer Not Showing in List:

• Check if customer was recently created
• Verify search terms are correct
• Refresh the page to update customer list
• Clear search filters

Project Not Linking:

• Verify customer exists before creating project
• Check if customer is active
• Ensure project creation process is complete
• Try creating project from customer detail page

Mobile App Issues:

• Clear browser cache
• Reinstall PWA if needed
• Check for app updates
• Ensure service worker is enabled

Getting Help

If you need assistance with customer management:

• Contact Support: Use the help center contact form
• Video Tutorials: Check our video library for visual guides
• Community Forum: Ask questions in our user community
• Live Chat: Get instant help during business hours

Ready to start building better customer relationships? Try Supahandi's comprehensive customer management system today and see how it can help you grow your handyman business.