Customers & Properties
In Canvo, your book of business is built from two linked records: customers and properties. Understanding the difference keeps your jobs, estimates, and invoices tidy.
Customers vs. properties
Section titled “Customers vs. properties”- A customer is the person or organization you bill — a homeowner, a property manager, an HOA, a municipality.
- A property is a physical site where work happens — an address with trees, access notes, and its own job history.
One customer can own many properties. A property manager might have dozens; a homeowner usually has one. Every estimate, job, and invoice is attached to a specific property so the history always reflects what happened on the ground.
Adding a customer
Section titled “Adding a customer”- Go to Customers → New Customer.
- Enter name, phone, email, and billing address.
- Add at least one property (you can add more later).
Adding properties
Section titled “Adding properties”From a customer record, click Add Property. Capture:
- Service address and gate/access notes
- On-site contact if different from the billing customer
- Notes about specific trees, hazards, or equipment access
These notes appear on the job so crews arrive prepared.
Job and estimate history
Section titled “Job and estimate history”Open any property to see a timeline of every estimate, job, and invoice tied to it. This is invaluable for recurring customers — you can see what was pruned last season and quote the next visit accurately.
Searching and filtering
Section titled “Searching and filtering”Use the search bar at the top of the Customers list to find anyone by name, address, or phone. Filter by status to focus on active accounts.