Add New Customer

Adding a New Customer

Business Admins and Team Leads can add new customers from the Customers tab under More. You also have a quick create option when creating a new Job, Quote or Invoice. Follow the steps below to create customer records and manage their site locations effectively.

How to Add a New Customer

1. Go to More → Customers.
2. You will see a list of all existing customers.
3. Click New Customer at the top right of the screen.
4. Enter the customer’s basic details.

Mandatory Field

• Email (required)

Optional Fields

• Business Name
• Customer Name

Basic Information

Under the Basic Information section, you may enter:

• Email (mandatory)
• Phone Number
• Website

Only the email is required to create a customer; all other fields are optional.

Billing Address

You can add a billing address in either of two ways:

Option 1: Google Autocomplete

• Begin typing the address in the Search field.
• Select the correct result to automatically populate the address fields.

Option 2: Manual Entry

• Enter the Address
• City
• Province
• Zip Code

Additional Information

If your Admin has set up any custom fields for customers, they will appear under the Additional Information section.
These fields may be optional or required as set by your admin and can help capture useful customer-specific data.

Site Locations

Once the customer is created:

• One default site will be automatically added using the Billing Address and Customer Name.
• You can edit this site or add additional site locations at any time.

How to Add or Edit Site Locations

1. Select the customer from the list.
2. Click Edit, or scroll to the Site Locations section.
3. Click Add New to create additional sites.

Site Fields (All Optional)

• Site Name — recommended for easy identification when scheduling jobs
• Site Contact Person
• Phone Number
• Address:
  • Use the Search field for Google autocomplete, or
  • Fill in Address, City, Province, Zip Code manually

What Happens Next?

After the customer is created:

• The system stores their details immediately.
• You can begin assigning jobs, creating quotes/invoices, and managing site locations as needed.

Summary

Adding a new customer is simple:
Enter their email → fill in optional business information → add a billing address → save → then manage site locations as needed.

The flexible structure allows you to maintain complete and accurate customer records tailored to your workflow.