You can add a customer from the Customers list, the quick-create + button, or the customer dropdown when starting a new quote.Documentation Index
Fetch the complete documentation index at: https://docs.jingjaiops.com/llms.txt
Use this file to discover all available pages before exploring further.
Step by step
Open the new customer form
Click New Customer at the top right of the Customers list, or pick New Customer from the + menu.
Choose customer type
Company for businesses, Individual for private clients. The type controls which fields are required.
Fill required fields
See the table below. Required fields are marked with a red asterisk in the form.
Required fields
| Field | Notes |
|---|---|
| Name | Company or person name. Used on every PDF. |
| Primary Contact | Name + at least one of phone or email. |
| Preferred Language | EN or TH. Drives PDF language order and portal default. |
Optional fields
| Field | Why it matters |
|---|---|
| Tax ID | Required to issue a Thai Tax Invoice. 13 digits, no dashes. |
| VAT Registered | Tick if the customer is registered for VAT. |
| Billing Address | Appears on quotes and invoices. |
| Delivery Address | Used as the default for jobs. Editable per job. |
| Secondary Contacts | Multiple people with role labels (Accounting, Operations, etc.). |
| Notes | Private notes only your team sees. Never appears on PDFs or in the portal. |
| Customer Code | Optional internal code for your accounting system. |
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.