Customers

The Customers page lists everyone you serve. Each customer has a private page where they follow their service, with no app or login needed.

Add customers

From Customers you can:

• Click Add customer to type one in.
• Click Import customers to bring in a CSV file.
• Connect a Google Sheet so customers are added and kept up to date automatically (see Import from Google Sheets below).

Import customers gives you three choices: Upload a file, Paste a list, or Connect Google Sheets. Nobody is emailed or texted when you import.

To upload a file, click Upload a file and pick a CSV saved from Excel, Google Sheets or another app. Hoptide reads your column headings for you: names like "Customer Name," "Phone #" or "E-mail" work, and columns it doesn't use are ignored. The address can be in one column, or split into street, city, state and ZIP columns that Hoptide joins together. Click Show preview to check each row before anything is saved. Rows that need a look show the reason:

• A row with no name or no address is skipped.
• A phone number that isn't a real number is left out, and the rest of the row is imported.
• The same customer twice in your file is only added once.
• Someone who is already your customer is updated, not added again. A changed note is added below their old notes, so nothing your team wrote is lost.

To paste a list, put one customer per line: name, address, phone, email. For example: Sarah Chen, 123 Maple Street, Solon, OH 44139, 555-0142. Commas inside the address are fine. Click Show preview to see, row by row, who will be added, who will be updated and any row that will be skipped, with the reason. Nothing is saved until you click Import. If someone is already a customer (same name and email or phone), a new address is added to them as another property instead of making a duplicate.

On the Free plan you can add one customer, typed in by hand. Paid plans have no customer limit.

To find someone, use the filters (for example With an email address, Phone only or Need follow-up), sort by name or last update, or use the search box at the top of any page.

A customer's record

Click a customer to open their record. It has five tabs:

• Status: what the customer sees on their page right now, and their private link.
• Properties: every place you work for them.
• History: past visits and updates.
• Texts: text messages with them.
• Details: name, address, phone, email and notes for your team, such as a gate code. Click Save after changes.

Properties

A customer can have more than one property, like a home, a rental or an Airbnb. Routes and appointments are booked at a property, and each update names the property it's about.

• On the Properties tab, click Add property.
• If an address can't be found on the map, Hoptide tells you. Check the spelling, because routes sorted by driving order leave unmapped stops at the end.
• Click Create a link for this property only to share one property's status with someone else, like a property manager or cleaner. That link can't change the customer's email or text choices, and updates still go to the customer.

The private link

Each customer has one private link to their service page. It never expires and needs no login. On the Status tab you can:

• Copy link or Text link.
• Send email (or Resend email) to email them the link.
• New link: if the link was shared with the wrong person, make a new one. The old link stops working right away, so send the customer their new link.

The Status tab also shows when the link was emailed and opened, and whether the customer gets "done" and "changes" emails. Only the customer can change those email choices, from their own page.

Work on several customers at once

On Customers, tick the boxes next to the customers you want, or tick the box at the top of the list to select everyone shown. A bar appears with what you can do with them:

• Email private links: send each selected customer their link.
• Export selected: download just those customers as a CSV.
• Start a route with these: open Create a route with them already added.
• Delete: remove them, after a confirmation.
• Clear: unselect everyone.

To download your whole customer list, click Export CSV on the Customers page.

Delete a customer

On the Details tab, click Delete customer and confirm. This removes their visits, message history and private link for good, and their page stops working at once. If the customer came from your Google Sheet, Hoptide won't add them back on its own.