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Managing Jobs

How do I create a customer?

You can create a new customer by clicking Customers on the top menu and then clicking the Create a New Customer button on the top right. From here you can enter your customer's info: name, phone number, email address, and physical address. The only required fields for creating a customer are first and last name, and you can always update their data at a later time. After you've entered their info, click Create this customer and your new customer will be added

Create a customer for your service business