Add your first customer

Customer records provide the context used by quotes, bookings, invoices and communication history.

Before you begin

Have the customer name ready. A property is optional when creating the customer, but a booking requires a customer and property.

How to add a customer

1. Open Customers.
2. Select Add Customer.
3. Enter the customer name and any available email, phone and contact preferences.
4. Use the Property step to add the service address when needed.
5. Use the Contact step to add a named contact and their communication preferences when needed.
6. Save the customer.

What happens next

The customer record can be selected when you create a quote, booking or invoice. Open the record later to update its details, properties, contacts and CRM activity.