Before you can add any jobs, estimates, reminders, or invoices you need to add customers. Customers are added by clicking Customers at the top of the screen. On the left of this screen you will see a section with different customer types. A customer type can be a private customer, company, estate agent, or anyone that you will perform works for. You can Add a customer type if you need to.
Watch a quick video showing you how to add a customer
Or read how to add a customer
- You will see a navigation bar at the top of your screen. Click Customers to open the customer tab. On the left side of the screen you can add a customer by clicking on the type of customer they are
- Click on one of these options (the most relevant according to the type of customer you are adding) to open a form where you can add the details of your new customer. Once you have filled in the relevant information click Add customer
Please note that feilds marked with an asterisk (*) are required
Note: You can add more 'how did you hear from us' options within system settings click here to learn how