> ## 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.

# Adding a Customer

> Create a new customer record and learn what each field is used for.

You can add a customer from the **Customers** list, the quick-create **+** button, or the customer dropdown when starting a new quote.

## Step by step

<Steps>
  <Step title="Open the new customer form">
    Click **New Customer** at the top right of the Customers list, or pick **New Customer** from the **+** menu.
  </Step>

  <Step title="Choose customer type">
    **Company** for businesses, **Individual** for private clients. The type controls which fields are required.
  </Step>

  <Step title="Fill required fields">
    See the table below. Required fields are marked with a red asterisk in the form.
  </Step>

  <Step title="Add optional details">
    Tax ID, billing address, secondary contacts, notes — fill what you have.
  </Step>

  <Step title="Save">
    Click **Save**. The customer is created instantly and the detail panel opens.
  </Step>
</Steps>

## 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:

<Columns cols={2}>
  <Card title="Build a quote" icon="file-signature" href="/quotes/create-quote">
    Click **New Quote** from the customer detail panel.
  </Card>

  <Card title="Generate portal link" icon="link" href="/portal/generate-link">
    Send the customer a portal URL so they can see future jobs and invoices.
  </Card>

  <Card title="Add health score baseline" icon="heart-pulse" href="/customers/health-score">
    The score initializes at 50 (neutral) and refines as you do business together.
  </Card>
</Columns>

<Tip>
  You can also add customers in bulk via **Settings → Import**. The CSV template includes every field on the form.
</Tip>