Customers
Customers are the core of your business in Loma. A customer record holds everything you need to manage the relationship: locations, contacts, services, jobs, billing, quotes, and notes. This article walks you through creating your first customer and what happens next.
New customers are ready to go the moment you create them. Loma applies your company’s default billing settings (Net 30, COD enabled, central billing) automatically, so you can start scheduling work and invoicing without any additional setup. You can adjust billing terms for individual customers later from the Billing tab.
Creating a customer
There are two ways to create a customer. You can navigate to Customers in the left sidebar and click ”+ Add Customer,” or you can use the “New Customer” quick action on the Dashboard. Both open the same creation form.
Choose the customer type
At the top of the form, select Commercial or Residential. Commercial customers require a Company Name (the business you’re providing service to). Residential customers skip the company name and use the contact’s name instead.
Fill in the primary contact
First Name and Last Name are required. You’ll also need to provide at least a Phone number or an Email address. Having both on file makes it easier to send invoices, service reminders, and other communications down the road.
Enter the service address
This is where you’ll be performing the work. As you start typing, Google address autocomplete will suggest matching addresses. Select one to auto-fill the city, state, and ZIP code. If you can’t find the address in the suggestions, you can enter it manually. Address Line 2 is optional, for things like suite or unit numbers.
Save
Click “Create Customer” to save.
What happens after creation
After you create a customer, Loma doesn’t just drop you on a detail page and leave you to figure out the next step. Instead, you’re presented with options to immediately take action: view and update the customer’s details, create a recurring service, or schedule a one-time job. This is designed to get you from “new customer” to “scheduled, revenue-generating work” in as few clicks as possible.
Behind the scenes, the new customer also inherits your company’s default billing settings (Net 30 terms, COD enabled, central billing group, and so on). This means the customer is ready to be invoiced from the start without any additional billing setup. If you need to change a customer’s billing settings later, you can do that from the Billing tab on the customer’s detail page.
The customer detail page
Once you close the post-creation options (or navigate to a customer from the Customers list), you’ll see the customer’s full detail page. This is organized into tabs:
| Tab | What it shows |
|---|---|
| Overview | Basic information, a map of locations, quick stats (total locations, recurring services, last month’s revenue, next and last job dates), primary contact with call and email buttons, and recent activity. |
| Services | All recurring services for this customer with their schedule, price, status, and next job date. This is also where you add new recurring services. |
| Jobs | All jobs (past and upcoming) for this customer. |
| Quotes | Quotes you’ve sent to this customer. |
| Billing | Invoices, billing settings, discounts, and payment methods. |
| Contacts | All contacts associated with this customer (primary, billing, site contacts). |
| Notes | Internal notes about the customer. |
Adding more locations
If your customer has multiple service sites, you can add additional locations from the customer detail page by clicking ”+ Add Location.” Each location gets its own address and can be assigned to a different route with different services.
By default, all locations are billed together under the customer’s central billing group, but you can change this to per-location billing if needed.
A note about leads
If you’re tracking potential customers before they commit, you may want to start with a lead instead of creating a full customer right away. Leads are lightweight records with just contact information, an address, and a source. You can add quotes, log activities, and track the sales process from the lead’s overview page.
Leads automatically become customers when you create a recurring service or schedule a one-time job for them. All of the lead’s information carries over to the new customer record.
Leads have no expiration date, but you can mark them as inactive to hide them. They can easily be reactivated in the future.