Mastering the Client CRM

Your Customer Database is the heartbeat of OraServ. Every Quote, Job, text message, and Invoice ultimately revolves around a specific Client profile.

Creating Clients Manually

Navigate to the Customers tab and select Create Customer. Our built-in mapping engine automatically validates their physical address against a global geospatial dataset. This guarantees that your dispatchers never accidentally route a technician to "123 Main Street" when the client actually meant "123 Main Avenue, Apartment B".

Understanding List View vs. Map View

Toggle between the standard data-table grid and the powerful Map View:

List View: Ideal for auditing. You can select multiple customers at once to apply specialized tags or perform batch deletions.
Map View: Converts your entire CRM into a visual geographic heatmap. You can visually see exactly where your highest density of active customers live, which is absolutely critical for routing efficiency and deciding where to run localized Google Ads.

⚡ The OraServ Data Migration Wizard

Are you migrating your established business from a legacy platform like Jobber, Housecall Pro, or ServiceTitan? You don't have to start from scratch. Use the blindingly fast Data Migration Wizard located in your Platform Settings.

How the Magic Works

By exporting your old data as CSVs, OraServ can reconstruct your entire business history in seconds.

graph TD
    A[1. Upload Clients CSV] -->|Extracts Address/Phone| B[OraServ Core CRM Built]
    C[2. Upload Jobs CSV] -->|String Fuzzy Matches Name| B
    C -->|Attaches History| D[OraServ Job Timeline Created]
    E[3. Upload Invoices CSV] -->|String Fuzzy Matches Name| B
    E -->|Binds A/R| F[OraServ Invoice Ledger Built]

Step-by-Step Migration Guide

Step 1: Clients Database. Export your "Clients" list from Jobber as a CSV file. Drag and drop it directly into the wizard portal. OraServ automatically parses standard columns ("First Name", "Last Name", "Primary Email", "Street 1"), builds the full relational address profiles, and injects them instantly.
Step 2: Job History. Export your "Jobs" list. OraServ automatically loads your newly created client database into memory. It dynamically searches the text strings on the Job.csv (like "Smith HVAC Repair"), finds the matching "Smith" client you created in Step 1, and permanently pins the job to that client's record!
Step 3: Invoices & A/R. Finally, export your "Invoices". The exact same logic binds your historical paid (and unpaid) invoices to their rightful owners. Now, you can run A/R aging reports and chase collections on Day 1!

[!WARNING] Strict Order of Operations! You must upload the Clients CSV first. If you attempt to upload the Jobs or Invoices CSV first, the system will have zero Client IDs inside the database. It will have absolutely nowhere to attach the jobs to, and the import will completely fail. Follow the 1-2-3 steps exactly.