Creating a new customer is easily done by clicking the (+) button in the bottom navigation.
Create a Customer
From any main screen of the application:
- Click on the (+) icon at the bottom and select "New Customer."
Enter customer information.
- Only name and email are required, but the other fields are helpful and will display on invoices, if entered.
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Click on "Create" at the bottom.
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This will save the customer's information to your Master List of customers.
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- Once saved/created, you can easily create an estimate, job or invoice for the new customer right away, and you'll be able to see a customer's history in the future:
