Turn Google Contacts into a working customer list
Your Google Contacts are a phone book; Bizer's People is a memory. Miles can look anyone up mid-task — "email the plumber about Thursday" just works — and import the contacts worth tracking into People, where notes, jobs, and follow-ups attach to them.
Do this
- Mid-task lookup, no setup: "Email Marcus the electrician about Thursday" — Miles pulls the address from your Google Contacts.
- Check who's there: "Search my contacts for anyone at Henderson Property."
- Import the ones that matter: ask Miles to bring your customers into People so notes and follow-ups stick to them (he dedupes against existing records).
- From then on, one name carries everything: "What's the story with Jane?" gets her contact info, history, and open tasks in one answer.
Do this right now
- Ask Miles to look up one real contact by first name
- Import your active customers from Google Contacts into People
- Add one note to a customer ("prefers texts, gate code 4411")
- Ask "who haven't I talked to in a while?" and send one follow-up