Customers

Every customer, every site, every request — one place.

Commercial accounts with twelve properties, homeowners with one driveway, and the new lead that just came in from your website. Each with its history: quotes, jobs, invoices, and what's still owed.

Start free — no card required

Free forever for one user. Set up in minutes.

Built for property work

Customers own job sites — because that's how your work works.

A property manager isn't one address; they're a portfolio. MakeHay models customers with multiple job sites, each with its own measurements, weather, and work history.

  • Multiple job sites per customer, each geocoded
  • Site-level history: quotes, jobs, invoices, photos
  • Lifetime value and open balance on every customer
Customer — Copper Sky Property Group

Lifetime value

$24,180

Open balance

$3,820

Job sites

4

Riverside Plaza

Sealcoat · last: May 2026

History

Bell Rd Shopping Center

Restripe · quote #114 awaiting

History

Leads in

A request form that fills your pipeline while you work.

Put your MakeHay request form on your website or Facebook page. New requests land on your dashboard with the address and photos attached — ready to measure and quote without a phone call.

  • Shareable request form, no login for customers
  • Photo uploads and job-site addresses built in
  • Requests convert to quotes in one click
Requests

Timothy R.

Driveway sealcoat — 2 photos

New2h ago

Barre Housing Co.

Lot restripe + ADA stalls

NewYesterday

K. Gabriel

Crack filling quote

Mon

Switching is easy

Bring your whole book of business in one CSV.

Export from Jobber, QuoteIQ, or a spreadsheet, and the import wizard maps your columns, groups job sites under customers, and geocodes every address — hundreds of customers in a couple of minutes.

  • Auto-detects common export formats
  • Customers, contacts, and job sites in one pass
  • Duplicates skipped, problems reported row by row
Import customers
jobber-clients-export.csv
212 rows
Company Name→ Customer name
Street 1 / City / Zip→ Job site address
Email / Phone→ Primary contact
✓ 87 customers · 119 job sites · 84 contacts imported

FAQ

Common questions

Can I import my customers from Jobber or a spreadsheet?

Yes — the CSV import wizard takes any spreadsheet export, auto-maps the columns, and creates customers, contacts, and job sites together. And if a file fights you, email support@makehay.io and a real person will help.

How do customer requests work?

You get a shareable request form link. Customers describe the job, attach photos, and drop the address — it lands in your Requests inbox, and converting it to a quote takes one click.

Is there a limit on customers or job sites?

No. Customers, contacts, job sites, quotes, and invoices are unlimited on the free plan.

All of it, free. Starting today.

No credit card, no trial clock — set up in minutes and quote your first job this afternoon.

Start free — no card required

Free forever for one user. Set up in minutes.