Create a Customer List

Customer List allows you to create and maintain a list of customer contact information within STACK so you can quickly add that info to your estimate.

How it Works

You enter the contact information for each of your customers in the Account Settings/Customer List section of your account.

Then, when you create a Material and Labor or Unit Cost Estimate, or choose Export to PDF for an Estimate Worksheet. you can select a customer from the list and their contact information will auto populate. (A new customer can also be added to the Customer List from within Material and Labor or Unit Cost Estimates if needed.)

This can help improve speed and accuracy of your estimates since you don’t have to manually enter the information each time.

Key Information

• The Customer List is maintained in Account Settings.
• Only the Account Owner or other account user with a role/permission to edit Account Settings can add customers to the list in Account Settings.
  However, the Estimator role or other account user with a role/permission to edit estimates can add a new customer to the list from within a Material and Labor or Unit Cost estimate. See Customize and Download a Proposal.
• Only Account Owners or other account user with a role/permission to edit Account Settings can edit or delete customers from the Customer List.
• The Customer List has a maximum of 2000 entries.
• Multiple listings for same company can be created to accommodate different contacts or addresses.
• Using the Customer List search bar will return matches from all fields.

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The customer email and phone numbers entered will be saved as links so you can click to start an email or call from within STACK.

For instructions on how to add customer information from the Customer List to a Material and Labor or Unit Cost Estimate, see the Customize and Download a Proposall article.

Add Customer to the Customer List

NOTE: You must be an Account Owner or other account user with a role/permission to edit Account Settings to add customers the Customer List in Account Settings (see instructions below). Those assigned the Estimator role or other account users with a role/permission to edit estimates can add a customer to the Customer List when creating a Material and Labor or Unit Cost Estimate (see Customize and Download a Proposal article for instructions).

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If you have a large list of customers you want to add or edit, we can bulk import the information for you using our CSV Import Template. See Bulk Import Customer List Data for more info.

1. Click the Settings icon at the right of the main navigation toolbar.
2. Select Account Settings from the dropdown menu.
3. Click Customer List on the left panel.

4. Click Add Customer and enter the necessary information.

   NOTE
   The Country field must be populated with United States of America or Canada to access the State/Province field.

5. Click Save.

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Email and Phone numbers entered will be live links so you can click to call or email your contact from the customer listing.

NOTE
The Customer List has a maximum of 2000 entries.

Edit or Delete Customer from the Customer List

NOTE
You must be an Account Owner or other account user with a role/permission to edit Account Settings to edit customer information or delete a customer from the Customer List.

When you edit an existing customer's information, the information will be updated on all existing estimates linked to that customer.

Deleting a customer from the list will NOT delete their information from any existing estimates but the information on those estimates will no longer be linked to the Customer List.

TIP
If you have a large list of data you want to edit for customers already on your STACK Customer List, we can bulk import the information for you using our CSV Import Template. See Bulk Import Customer List Data for more info.

1. Click the Settings icon at the right of the main navigation toolbar.
2. Select Account Settings from the dropdown menu.
3. Click Customer List on the left panel.
4. Search/find the customer you want to edit or delete.
5. Click the three dots to the right of the customer information.
6. Select Edit Customer, make the necessary changes, and click Save.
   OR
   Select Delete Customer and click the Delete button to confirm.

Next Steps

Once a customer has been added to your Customer List, their contact information is available to quickly add when creating an estimate. See Customize and Download a Proposal (Material and Labor or Unit Cost Estimates) or Export an Estimate Worksheet PDF (Estimate Worksheets) for instructions.

You can also make the estimate creation process faster and more efficient by creating Scope of Work and Terms and Conditions templates for your account. 

Related Articles

Customize and Download a Proposal
Export an Estimate Worksheet PDF
Bulk Import Customer List Data

See how others use this feature in the STACK Community.

If you need additional assistance, please Contact Us.