Gaffer automatically creates customer records when new people message your number. You can also manage customers manually.
Finding a customer
Ask Gaffer to look someone up: "Find John Smith" or "Look up the customer on 07700 900123". Gaffer searches by name and phone number.
Creating a customer
Tell Gaffer: "Add a new customer called Jane Doe, phone 07700 900456". You can include their email, address, and postcode too.
Viewing customer history
Ask Gaffer: "What's the history for John Smith?" — Gaffer will show past jobs, invoices, and quotes.
Updating customer details
Tell Gaffer to update details: "Update John Smith's address to 45 Oak Road, B60 1AB". You can update name, phone, email, address, and postcode.
Dashboard
You can also manage customers on the web dashboard at Dashboard > Customers. The dashboard lets you view, edit, and export your customer list as a CSV file.