video1.0<iframe src="https://www.loom.com/embed/bc52e9c346bc44b992104a130152ebe1" frameborder="0" width="1960" height="1470" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14701960Loomhttps://www.loom.com14701960https://cdn.loom.com/sessions/thumbnails/bc52e9c346bc44b992104a130152ebe1-bb2bf50092eeeca1.gif392.28This Loom walks through the customer management area in SimpliSub. It shows how each customer has a dedicated card with keyword search, how to add customers manually, bulk import from an Excel spreadsheet, or create a customer from the job board or new customer screen. After opening a customer record, users can view and filter associated jobs by status, check financials for estimates and invoices, and edit fields that auto save without submit buttons. It also covers managing related information such as employees, notes with customizable categories, file uploads, tasks with due dates and assignments, customer-specific sheets, an audit log, and creating estimates, invoices, payments, or new jobs from the record.