Who this is for
You want a record of everyone you deal with, without building it by hand. Scarlett creates a customer profile for every caller and matches repeat contact on their phone number, so the history is there when you need it. They live under Contacts in the menu.
Time: 5 minutes. You'll need: to be signed in.
Steps
1. Find a customer
On Contacts, search by name, email, phone, postcode or tag, or pick a tag from the list beside it. Sort by Most recent, Most calls or A → Z. Export CSV takes the list elsewhere.
To add people yourself, press + Add customer, Import from a spreadsheet, or Let Scarlett add them.
2. Open a profile
Tap a customer. At the top is their journey — Enquiry, Quote, Booked, Started, Invoiced, Paid, Review — with each step coloured by how far they've got. Tap a step to move them on. Below is their timeline — every call, text, email and job in one place — and buttons to call, text or email them.
3. Tag and note
Add tags to group customers — VIP, Landlord, Supplier or your own — and keep Internal notes your team should know. Some tags, marked ✦, are worked out for you from their history, like Quote sent or Invoice outstanding. Edit their contact details under Contact → Edit.
Tags are shared with the Inbox, Quotes, Invoices and Jobs, so a tag added here shows there too.
Verify it worked
A customer's timeline shows their calls and messages, their tags appear as chips, and History shows first seen, last touch, total calls and lifetime value.
Troubleshooting
A customer shows as "(unnamed)". Scarlett didn't catch a name on the call. Open the profile and add it under Contact.
The same person appears twice. Profiles match on phone number, so a customer who rang from two different numbers can appear twice. Keep the details on whichever you use.
What's next
- Manage every conversation in the Inbox — their messages by channel.
- Draft and send quotes — quote a customer for bigger work.