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Customer Management

Zero Desk makes it easy to manage customers, contacts, locations, notes, and job records — all in one place. Everything happens from a customer’s profile.

Adding a New Customer​

Step-by-Step: Add a Customer

  • Click the Customers button in the top menu
  • Tap “New Customer” to open the add form
  • Enter the customer name and click Create
Creating a new customer

Editing Customer Details​

Edit and Manage Everything

  • Click a customer’s name to open their quick view
  • Select View to open their full profile
  • From here, you can:
    • Edit their basic info
    • Add jobs and notes
    • Add contacts and locations
Customer profile view

Adding a Contact​

Step-by-Step: Add a Contact

  • Click “+ Contact” in the customer’s profile
  • Enter first and last name, title, email, and phone
  • Click Create to save the contact
Create contact modal

Adding a Location​

Step-by-Step: Add a Location

  • Go to the customer profile’s Locations tab
  • Click “Add Location”
  • Enter a location name and address
  • Or use the target icon to auto-fill your current location
  • Click Create to save it
Add location modal

Adding Notes​

Step-by-Step: Add Notes

  • Click “Add Note” from the profile
  • You’ll find it at the top or below the summary section
  • Write your message (note: no formatting yet)
  • Click Create to save it
Add customer note