Managing Your Customer Database
Add, search, and organize your customer records.
The Customers page is your CRM. It lists every customer you have served, with search and filtering to find anyone quickly.
Adding Customers
Add customers manually by clicking "Add Customer" and entering their name, phone, email, and address. You can also import customers in bulk via CSV or export your entire list. If you enter an address when adding a customer, OpsBack saves it as that customer's default location so you can add more sites later.
Clearing the list before a clean re-import
Shop owners can click "Clear list" to wipe imported customers that are not tied to any jobs, estimates, contracts, conversations, or other work. Linked records are listed first and kept. You will be asked to confirm, then type delete and submit before anything is removed. Importing the same people twice with different Customer IDs creates duplicates — clear first, then import once from your master sheet.
Custom Fields
Define custom data fields in Settings to track additional information specific to your business — for example, gate codes, pet names, or preferred contact times. Custom field values appear on each customer's detail page.