Tutorial 2 of 8 · 0:53
How to add clients in Opervo
Open the Clients tab and tap the plus at the top. Only the name is required; add a phone number to text them, an address for directions and route planning, and a lead source to see which marketing works. To bring a whole list over from another app, tap the upload icon on Clients and import a CSV.
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Step by step
- Your client list. Every customer lives on the Clients tab. Tap the plus at the top to add one.
- Name and phone. Only the name is required. Add a phone number so you can text them updates and invoices.
- Address. Start typing and pick the match. Opervo uses it for directions and route planning.
- Lead source. Track where each client came from, so you can see which marketing actually pays off.
- Save. Tap Save and the client is ready for jobs, estimates, and invoices.
- The client profile. Tap any client to see their details, jobs, and payment history in one place.
- Import your list. Switching from another app? Tap the upload icon on Clients to import a spreadsheet.
- Any CSV works. Export from Jobber, Housecall Pro, ServiceTitan, QuickBooks, or Google Contacts. Starting fresh? Download the template.