Adding your first client

Three ways to get customers into Mowzey: type them in by hand, send them a self-onboard link, or upload a CSV from your old system.

A client in Mowzey is the person or business who pays you. Once a client is in the system you can add the properties you service for them, schedule jobs, send quotes, and bill them. This guide covers the three ways to add a client and what happens right after you save.

Where to find the Add Customer button

Open the main app and click Customers in the left sidebar. The Add Customer button sits in the top-right of the customer list page. On mobile, it's the green plus button in the bottom-right corner.

Click it and you'll see three tabs at the top of the form: Manual, Invite link, and CSV import.

Option A: Manual entry

Fastest for one or two customers. Type their details in and save.

1
Enter the customer's name and email. These are the only two required fields. Email is required because that's how invoices, receipts, and reply-to threads route back to them.
2
Optionally add a phone number (used for texting appointment reminders if you turn that on) and a service address. The address is optional at the customer level because most customers have at least one property, which has its own address. If the customer is the property owner, leave it blank and add it as a property on the next screen.
3
Click Save customer. The new customer appears at the top of your customer list, and Mowzey opens their profile so you can add a property and schedule a job right away.

Pro tip

If you want the customer to enter their own payment card on file, hit Send onboarding email from the customer profile after saving. They'll get a link to the client portal where they can add a card themselves.

Option B: Invite link (customer self-onboards)

Useful when you're standing in a customer's driveway after a quote and want them to fill in their own details. You enter the bare minimum, they finish the rest.

  1. In the Add Customer dialog, switch to the Invite link tab.
  2. Enter the customer's name and email (or phone, if you'd rather text the link).
  3. Click Send invite. Mowzey emails or texts them a one-tap link to the client portal.
  4. The customer enters their address, phone, and a payment card on file. As soon as they finish, you'll see their status flip from "Invited" to "Active" on your customer list.

This is the cleanest way to start a billing relationship, because the customer has already agreed to keep a card on file before you ever swing a mower.

Option C: CSV import

Use this if you're moving from another tool (Jobber, Service Autopilot, a spreadsheet) and have dozens or hundreds of customers to bring over.

1
Switch to the CSV import tab and download the template. The template has columns for name, email, phone, address, city, state, ZIP, and notes.
2
Fill in the template. Name and email are required; everything else is optional. Rows missing a name or email will be skipped and reported back to you after the import.
3
Upload the file. Mowzey shows you a preview of the first 10 rows so you can confirm the columns mapped correctly.
4
Click Import. Most imports finish in under a minute. You'll get an email when it's done with a count of rows imported and any errors.

Heads up

CSV import does not bring over payment cards on file. Card data lives at Stripe, not in your old tool. After import, send onboarding emails to your customers so they can add cards themselves.

What happens after you save

Whichever method you used, the new customer immediately appears in your customer list. From their profile you can:

  • Add one or more properties (the actual addresses you service for them).
  • Build a quote or schedule a one-time or recurring job.
  • Drop their property onto a route so a crew picks it up on their next pass through the neighborhood.
  • Send a self-onboarding link if they don't have a card on file yet.

Customers without a property on file will still show up in searches and reports, but you can't schedule work for them until at least one property exists.