Collecting Customer Info

Hi @d4dkaren Can you be a little more specific? What type of information are you trying to get?

@d4dkaren If I understand correctly, you are hoping to export the names, addresses, and phone numbers of customers you have worked with? There currently is no way to do that through Thumbtack, that is information that you would need to collect from customers once you begin working with them. You can go back through your messages and see who you have worked with (but I know you are looking for something more than this). And, you are now able to tag your messages in messenger so that you can categorize them and later go back and view messages by "pending", "job confirmed", "job done", or "not hired" - so that you can more easily view the customers you actually ended up working with. Here is a screen shot where you can see where to tag the message and where you would click to view different categories.

I know some of our Community Leaders and contributors have some good advice on what systems they use to track customers - @PomeranzLaw @Danielle_Penn @patrykkg @CurlyBartender @Mage @perrysto @BITBLeah @TheComplements what do you use to track customers?

When I was a business owner I used a simple spreadsheet - where I would update my customers weekly (I did customers I worked with, but also customers that I wanted to continue to reach out to in the future - like maybe they couldn't hire me then but said they might at a future date), but I know there are much better systems out there! Sorry if this isn't the answer you were hoping for, but hopefully some of our Community members can make some good recommendations.