1. Click the blue [+NEW] button in the navigation bar
2. Select 'Customer'
3. Contact info:
Name, email address(es), phone number(s)
NOTE: The customer's cell phone number must be entered in the 'Mobile phone' section in order to receive text message notifications.
4. Address:
- Start typing the address in the 'Street' section, select the correct address from the drop down list
NOTE: Be sure to select the address from the drop down menu so the proper time zone is set for the customer and jobs you schedule at that address.
- Click '+Address' in the grey bar to add multiple addresses
5. Notes:
Customer Notes: these are for internal use only. These act as a reminder or notice to yourself and or your employees
Customer Tags: tags are internal identifiers that will remain attached to the customer until you edit or delete it.
'This customer bills to': this is where you will set up parent-child/sub-customer relationships.
- You will first need to create a customer profile for both parties.
- Then, in the sub-customer/child's profile, you will type in the name of the party being invoiced in this section and select from the drop down.
- The sub-customer will receive the notifications, but the parent will be sent the invoice
Notifications: checking this box will ensure your customers are notified when you or employees complete the following actions
- When a job/estimate is scheduled
- When 'On My Way' is clicked
- When you click 'Finished' on a job/estimate
- When payment is made
NOTE: Unchecking the box next to 'Receive notifications' will turn off all notifications for the customer
6. To save your new customer, click 'Create Customer'
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Check out our tips on how to better connect with your customers.