Customers can be added either on the web portal or the mobile app. Any changes made on one will automatically sync to the other.
On the web portal
There are several ways to create a customer on our website. Feel free to use whichever method is most convenient for you.
Method 1: Via the Create New + Button
Locate the "Create New +" Button
In the top-right corner of your screen, you’ll find the "Create New +" button.
Select Customer from the Dropdown
Click the button, and a dropdown menu will appear with various options. From the list, choose Customer.
Fill in Customer Details
On this next window, you can add all customer details as necessary. On the right, there is a toggle to set whether this specific customer receives automated reminders.
Method 2: Via the Customers tab
Navigate to the "Customers" tab
In the top navigation bar, locate and click on "Customers".
Click the "Add Customer" Button
On the Customers page, select the "Add Customer" button.
Fill Out the Customer Information
This opens the exact same page as shown in method 1.
Method 3: When choosing a customer
If you are creating a job, invoice, certificate, job address, or calendar event for a customer that is not yet in your system, you will be prompted to do so.
For example, if you tried to create a quote for a new customer, you would first be prompted to select or create a job:
Of course, a new customer won't yet have a job in your system. So, if you click "New Job", you're then asked to select the customer. At the bottom of the dropdown is a "Create New Customer +" button.
On the App
Select Customers
On the home screen, click on "Customers."
Select Add New Customer
On the Customers page, tap the + Add New Customer button at the bottom.
Fill in Customer Details
Enter the customer's details and tap "Save." The address lookup button quickly finds an address with just a postcode.
Same as on the web portal, trying to create a job or certificate will prompt you to select the customer it's for.
If it's for a new customer not yet added to your system, you will find a "+ Add New Customer" button at the bottom of your screen.
Minimum Requirements
When adding a new customer, the minimum required information is either a surname or a company name.
Tips:
If you wish to be able to email your customer, you must enter an email address for that customer.
To call your customer from the app with a single tap, be sure to add a phone number.
The "Customer Details" are the billing address, and the "Job Address" is where the work will be carried out.