Customers are the companies or individuals that jobs are carried out for. Every job requires a customer.
Step 1 — Open the Customers section
Navigate to Customers in the main menu.
Step 2 — Click Add Customer
Click the Add Customer button, usually in the top-right corner of the customers list.
Step 3 — Choose customer type
A prompt will appear asking you to choose between:
Business — a company or organisation
Individual — a single person
Click the appropriate option
Step 4 — Fill in the customer details
The form that appears depends on the type selected
Step 5 — Add a default site address (Business customers)
After filling in the business details, you will be prompted to enter a site address. This becomes the default location for jobs at this customer.
Use the address search bar at the top to look up an address automatically — start typing the postcode or street name and select from the suggestions. The fields will fill in automatically.
Step 6 — Customer created
The customer is saved and you are taken back to the customer record or job workflow.