Create a Customer

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."

plus-button-popup

  • new-customer-with-required-fields

    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:

    customer-screen-after-creation