Back to Help Articles

Managing Jobs

How do I create a customer?

New customers are added by first going to the Customers page on the top navigation bar. Here, click Add a Customer and you'll be taken to the new customer page. New customers are created by entering in their name, phone number, and address. If you also include an email address, you'll be able to email estimates and invoices to them. The Business name setting will also help you organize customers that may have multiple locations. When you're finished, click Create this customer.