Email only
Use email as the customer’s preferred communication channel.
Customer management
One customer record.Every address and job.
Keep contact details, communication preferences, addresses, client notes, status, source, and every related job together.
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Know who the customer is before opening the work.
Sarah Nguyen
sarah@example.com (555) 014-2086
OverviewJobs (3)Addresses (2)
Contact Information
sarah@example.com
Phone
(555) 014-2086Text
Communication Preference
Both email & text
Primary Address
Home
1840 Hillside Drive
Portland, OR 97205
Status & Source
Status: Active Client Source: Client referral
Client Profile
Prefers text for schedule updates. Use clear bins without lids. Check with Sarah before donating children’s items.
Customer first. Jobs underneath.
The customer stays the same. The jobs stay separate.
Sarah can have a garage job, a whole-home job, and a lake-house job. Her contact information stays on one customer record while each piece of work keeps its own details and money.
Create a new job directly from the customer
Keep each job’s status and scope separate
Use the correct address for each job
Open the complete job from the customer history
Sarah Nguyen
Jobs (3)
Hillside residence
Whole-home organization and product setup
Garage organization
Garage reset and shelving install
Lake house setup
Seasonal home setup and inventory
Contact and communication
Remember how the customer wants to hear from you.
Keep the email, phone number, and communication preference on the customer record. Portara shows whether the customer prefers email, text, or both.
Text only
Keep the mobile number ready for direct schedule or job communication.
Email and text
Record that either channel works for this customer.
More than one location
Save every address the customer uses.
Label home, office, storage, venue, or seasonal-property addresses. Choose a default, then attach the correct location to each job.
Default
Home
1840 Hillside Drive
Portland, OR 97205
Lake House
72 Shoreline Road
Lake Oswego, OR 97034
Useful context
Keep the details that help you serve them better.
Record what the team should remember about the customer, where the lead came from, and where the relationship currently stands.
Client profile
Preferences, household context, recurring requests, and anything useful before the next conversation.
Customer source
Referral, website, event, partner, or any custom source the business wants to track.
Customer status
Use configurable statuses and lost reasons to keep the customer pipeline clear.
Bring your list
Start fresh—or import the customers you already have.
Add customers one at a time as new work comes in, or use the import workflow to move an existing customer directory into Portara.
Add a customer
Create a complete record and add the first job when the inquiry is ready.
Import customers
Bring an existing list into the searchable customer directory.
Questions, answered
Customer details that stay useful.
Clear answers about customer records, addresses, communication preferences, jobs, sources, and imports.
What information can I keep on a customer record?
A customer record can include the customer’s name, email, phone, communication preference, multiple addresses, status, source, lost reason when applicable, and a written client profile.
Can one customer have multiple addresses?
Yes. Add multiple labeled addresses, choose a default address, and select the appropriate customer address when creating or editing a job.
Can one customer have several jobs?
Yes. Every job appears on the customer record, but each job keeps its own scope, location, schedule, estimates, invoices, payments, notes, and status.
Can I record whether a customer prefers email or text?
Yes. The communication preference can be set to email only, text only, or both email and text.
Can I track where a customer came from?
Yes. Assign a configurable customer source, such as a referral, website inquiry, or other lead channel, and use customer reporting to review revenue by customer.
Can I import an existing customer list?
Yes. Portara includes a customer import workflow so an existing list can be brought into the customer directory.
Know the customer. Open the right job.
Keep the relationship in one record and give every piece of work its own place.
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