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.