> ## Documentation Index
> Fetch the complete documentation index at: https://help.fieldpulse.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Managing Customers Overview

> See how FieldPulse customer records hold contacts, addresses, statuses, and tags, and find every guide for creating and organizing customers.

> See how FieldPulse customer records hold contacts, addresses, and history, and find every guide for creating, organizing, and cleaning up customers.
>
> **Who uses this:** Users with the **Create & edit Customers** permission. **Availability:** All regions.

## Overview

A customer record stores account details, contacts, service addresses, tags, notes, files, and any custom fields your business adds. A customer record is required before you can create a job, estimate, or invoice for that customer, and the record collects those related records as they accumulate.

## How it works

* **Create:** Add a customer from the **Customers** tab on web, from the mobile app, or while creating a job, estimate, or invoice.
* **Track status:** A status (current customer, lead, opportunity, or lost customer) shows where the customer stands.
* **Add locations and contacts:** Keep multiple contacts and service addresses on one record.
* **Organize:** Use tags, custom fields, and price tiers to segment customers.
* **Clean up:** Merge duplicate records into one.

## Related articles

**How-to**

* [How to Create a Customer](https://help.fieldpulse.com/customers/managing-customers/creating-a-customer.md)
* [How to Create Related Customers](https://help.fieldpulse.com/customers/managing-customers/creating-related-customers.md)
* [How to Manage Multi-Location & Multi-Contact Customers](https://help.fieldpulse.com/customers/managing-customers/multi-location-multi-contact.md)
* [How to Tag and Sort Customers](https://help.fieldpulse.com/customers/managing-customers/tagging-sorting.md)
* [How to Merge Duplicate Customers](https://help.fieldpulse.com/customers/managing-customers/merging-duplicates.md)
* [How to Export Customers](https://help.fieldpulse.com/settings/data/exporting-customers.md)

**Set up**

* [Setting Up Customer Statuses](https://help.fieldpulse.com/customers/managing-customers/statuses.md)
* [Setting Up Customer Custom Fields](https://help.fieldpulse.com/customers/managing-customers/custom-fields.md)
* [Setting Up Price Tiers](https://help.fieldpulse.com/customers/managing-customers/price-tiers.md)

**Details**

* [Customer Record Field Details](https://help.fieldpulse.com/customers/managing-customers/record-fields.md)
* [Character Limits and Validation Details](https://help.fieldpulse.com/troubleshooting/technical-specs/character-limits.md)

**Related features**

* [How to Track Lead Sources](https://help.fieldpulse.com/customers/leads-pipeline/sources.md)
* [Setting Up a Custom Sales Pipeline](https://help.fieldpulse.com/customers/leads-pipeline/sales.md)
* [Customer Portal Overview](https://help.fieldpulse.com/customers/customer-portal/customer-portal.md)
* [Customer Communications Overview](https://help.fieldpulse.com/customers/communications/overview.md)


## Related topics

- [Customer Portal Overview](https://help.fieldpulse.com/customers/customer-portal/customer-portal.md)
- [Managing Customers](https://help.fieldpulse.com/customers/managing-customers/index.md)
- [Customer Communications Overview](https://help.fieldpulse.com/customers/communications/overview.md)
- [Customer Portal Experience Overview](https://help.fieldpulse.com/customers/customer-portal/portal-customer-view.md)


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