Customer Management (Rolodex)

The Rolodex is your comprehensive customer database for managing contacts, owners, builders, and pump installers.

Contact Types

DrillerDB supports multiple contact types:

• Owners - Property owners and primary customers
• Builders - Construction companies and contractors
• Pump Installers - Pump installation partners
• PWS - Public Water Systems

Key Features

• Add and edit customer contacts
• Link contacts to projects
• View customer project history
• Track billing history
• Find nearby pump installers
• Merge duplicate contacts

Topics in This Section

Getting Started

• Rolodex Overview - Navigate and search your customer database
• Adding Contacts - Create new customer records
• Contact Types - Understanding Owner, Builder, and Pump Installer designations

Managing Customers

• Customer History - Track project history, billing, and communications
• Consolidating Duplicates - Find and merge duplicate contact records

Specialized Features

• PWS Management - Working with Public Water Systems (coming soon)