The Customer screen is where you will manage all of your customers. You can add single customers manually or ask you onboarding specialist to bulk upload multiple customers simultaneously using a spreadsheet. You can add a new customer from the Dashboard or the Customer screen by clicking Add Customer at the top of the page. 


How to add a single customer: 

  • Click Add Customer

    • Note You will see a small, red asterisk next to any required fields. The "email" & "mobile" fields are not actually required, but are highly recommended. 



  • Fill in as much information as possible and be sure to check any "Pre-Service Notifications" you need for the customer.
  • Optionally, you can either add a new Property for this customer directly from this screen or if you have already uploaded all Properties or if the Property already exists you can select it from the list.

Note: A mobile number and email address are not required. You can leave these fields blank and toggle off Subscribe if they are unavailable when creating a new customer. 


Default Status

To streamline lead entry and speed up the sales intake process, Prospect is the default Status selection when creating new customer and property records.


While Prospect is the default Status selection, users can still manually select Active (or any other status) during creation if required.


Where This Applies

The Prospect default applies to the following forms:

  • Add Customer Wizard: Step 1 (Customer Status drop-down)
  • Add Customer Wizard: Step 2 (Property Status drop-down)
  • Customer Profile: Properties tab → Add Property modal


Field Requirements for Prospect Status

Defaulting to Prospect makes entering new leads faster by reducing mandatory data fields:

  • Yard Square Footage: Not required when the status is set to Prospect. The required field indicator dynamically disappears whenever Prospect is selected. (Yard square footage remains required for all other property statuses).
  • Source: Optional across all statuses, including Prospect.


Recommended Sales Lifecycle Workflow

The Prospect status serves as the standard entry point for tracking new leads in Spraye:

  1. Prospect: Enter a new lead into the system with minimal required fields (now the default state).
  2. Sales Visit Scheduled: Schedule an initial sales visit service for the prospect's property.
  3. Estimate Sent: Build and send an interactive estimate to the prospect.
  4. Active: Once the customer signs the estimate and accepts services, their account transitions to Active.


Please email us at support@spraye.io for assistance with bulk uploading.