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.
Click on "Create" at the bottom.
This will save the customer's information to your Master List of customers.
- 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: