Customers are the starting point for much of the work you manage in BuildFlox. A customer can be an Individual or a Business, with contact information, addresses, projects, files, history, and financial statements in one record.
Find and Filter Customers
Open Customers to view customers for the current company.
You can also show only customers with active projects or overdue invoices.
Customer cards may show active-project and overdue-invoice counts when that information is available to your account.
Add a Customer
From Customers, select Add Customer. You can also use New Customer from the Dashboard. First choose the customer type.
Individual
- First name required
- Last name
- Email addresses and phone numbers
- Addresses and internal notes
Business
- Company name required
- Email addresses and phone numbers
- Addresses
- Internal notes
When finished, select Create Customer.
Add Email Addresses and Phone Numbers
Use Add email or Add phone to create more contact entries. Each entry can have a label, and one entry can be marked Primary.
- The first email or phone number is automatically primary.
- Choosing a new primary clears the previous primary selection.
- Duplicate values of the same contact type are not allowed.
The primary email may be used for customer-facing proposal and invoice emails.
Add Customer Addresses
Customers can have multiple saved addresses in four types:
For each address, enter a label, street address, unit or suite, city, state, and ZIP. One can be marked Primary address.
Saved customer addresses are available when you create projects and select project locations.
Address changes are applied when you save the overall customer record.
Customer Details
Select a customer to open Customer Details. This screen brings together:
Available actions may include:
The actions you see depend on your permissions.
Create a Project from a Customer
A customer can have one or more projects. From Customer Details, use the project Create action. BuildFlox opens the new-project workflow with the customer already selected.
Customer Files
Customer Details separates files into Photos and Documents.
Upload material that belongs to the customer generally rather than to one specific project.
Use the available upload action when your permissions allow it.
Customer History
Select Customer history from Customer Details to review available changes and activity.
Customer Account Statement
If your account has access to financial information, Customer Details provides an Account statement action with financial activity associated with that customer.
This option may not be available to every user.
Edit a Customer
From Customer Details, select Edit customer. You can update the customer type, company or personal name, email addresses, phone numbers, addresses, and internal notes.
Select Save Customer to apply your changes.
BuildFlox can ask: “Discard unsaved changes?”
Archive or Reactivate a Customer
BuildFlox uses archiving instead of permanently deleting the customer profile. When editing, you may see:
Archiving removes the customer from normal active-customer workflows while preserving the record. It is reversible whenever the customer becomes active again.
When No Customers Appear
No customers yet
Add your first customer to start a project.
Add CustomerNo matching customers
Change your search or filters to see more results.
Clear filtersPermissions and Access
Customer screens require permission to view customers. Corresponding management permissions control whether you can:
- Add customers
- Edit customers
- Archive or reactivate
- Manage contact information
- Upload customer files
If you can view a customer but cannot perform an action, your company role may not include that permission.