Leads (Clients → Leads) are prospects who haven't become customers yet, including anyone who fills in your public enquiry form. Convert a lead to a customer when you win the work.
Customers (Clients → Customers) hold everything about a client: their sites, contacts, job history, quotes and invoices. A customer can have many sites (e.g. several pitches or grounds), and each site has its own address that drives mapping and scheduling.
Residential or commercial? Each client can be marked Residential (a household) or Commercial (a business, school, council, agent or club), on the Add client form and on the client's own page under Edit details. It shows as a badge beside their name and in the client list, and once you have labelled anyone the list grows All / Residential / Commercial filter buttons. It is a label for you and nothing else: it changes no pricing, no scheduling and no paperwork. Leave it unset if you would rather not say.
To add a customer: Clients → Customers → Add customer. If the work happens at the address you type in, leave "The work happens at this address" ticked and their site is created from it, pinned on the map and ready to schedule. Untick it only when you bill them at one address and work somewhere else, such as a head office, and add their sites separately. You can change it later on the client's own page.
Bulk-import brings a whole client list in at once: Clients → Import. Save your spreadsheet as CSV (Excel and Numbers files can't be read, but you can also just select the cells and paste them straight in). Any row with an address also creates a site, and a client with several sites gets a row each, repeating the client's name. Re-running the same import is safe: it matches on the place rather than the name, so nothing is created twice.
Best fit when adding a round. On the New round form, once you've picked the site and the repeat pattern, a 📍 Best fit panel under the date ranks where this site slots in against what's already booked: for a one-off, the three dates in the next fortnight that add the fewest extra road miles (and which existing visits they'd sit next to); for a repeating round, the best weekdays over the next four weeks. Tap a suggestion to fill the start date — nothing else changes. It needs the site pinned on the map; set your yard address in Settings for door-to-door mileage.