Step by step
1
Open the new customer form
Click New Customer at the top right of the Customers list, or pick New Customer from the + menu.
2
Choose customer type
Company for businesses, Individual for private clients. The type controls which fields are required.
3
Fill required fields
See the table below. Required fields are marked with a red asterisk in the form.
4
Add optional details
Tax ID, billing address, secondary contacts, notes — fill what you have.
5
Save
Click Save. The customer is created instantly and the detail panel opens.
Required fields
Optional fields
After creating
Once the customer is saved, the most common next steps are:Build a quote
Click New Quote from the customer detail panel.
Generate portal link
Send the customer a portal URL so they can see future jobs and invoices.
Add health score baseline
The score initializes at 50 (neutral) and refines as you do business together.