Adding a New Customer
On the website
There are several ways to create a customer on our website. Feel free to use whichever method is most convenient for you.
How to Create a Customer on Our Website (Method 1):
Locate the "Create New +" Button
In the top-right corner of your screen, you’ll find a button labeled "Create New +".
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
Simply fill in the required details for the customer, then save.
How to Create a Customer on Our Website (Method 2):
Navigate to the "Customers" Section
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
Simply fill in the required details for the customer, then save.
On the App
How to Create a Customer on Our App
Select Customers
On the home screen, click on "Customers."
Select Add New Customer
On the Customers page, click the Add New Customer button.
Fill in Customer Details
Enter the required information for the customer and click "Save."
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" can be seen as the billing address, and the "Job Address" is where the work will be carried out.
You can also add a new customer by creating a new certificate, quote, invoice, or job sheet.