Customers overview
Use Customers to find customer contact information, service locations, work history, and account activity.
Last verified July 22, 2026 · Nexus web app
The Customers page keeps the most common actions and filters above the customer table.
Open the Customers page
Click Customers in the main navigation.
The top of the page includes:
- Import Customers for adding many records from a file;
- New Customer for adding one customer;
- customer totals for a quick account summary; and
- search, status, type, and sorting controls.
Find a customer
- Click Search customers....
- Enter a customer name, company, email address, phone number, or address.
- Use Status to show all, active, inactive, or lead records.
- Use Type to narrow the list to homeowners, renters, property managers, or commercial customers.
- Use Sort By to change the order of the results.
Search and filters work together. If the expected record is missing, return Status and Type to their All choices before searching again.
Open a customer record
- Find the customer in the table.
- Click Actions.
- Click View.
The same menu can also open Edit, start Create Job, or show Delete when your permissions allow it.
Work with several customers
Select the checkbox beside each customer you want to work with. When a bulk action is available, Nexus displays it above the table.
Deleting a customer can also affect access to that customer's related history. Open the record and confirm it is the correct customer before you delete it.
What happens next
Opening a customer takes you to the customer record, where you can review locations, jobs, invoices, estimates, forms, files, calls, notes, and account settings.