How to Add a New Customer
Quick version: Go to Customers, click Add Customer, fill in their name and phone number, and hit Create Customer.
Adding a Customer Step by Step
- Click Customers in the left sidebar.
- Click the Add Customer button in the top right corner.
- Fill in the customer details (see the fields below).
- Click Create Customer at the bottom of the page.
You will be taken to the new customer's profile page right away.
What to Fill In
Basic Information
- Name (required) -- The customer's full name. This is the only field you must fill in.
- Email -- Their email address. Useful for sending estimates and invoices.
- Phone -- Their primary phone number. Add this if you want to use SMS features like appointment reminders.
- Secondary Phone -- A backup number if they have one.
- Customer Type -- Choose Residential (homeowner) or Commercial (business). Defaults to Residential.
- Lead Source -- Where this customer came from. Options include Manual, Referral, Website, Google Ads, Thumbtack, Angi, Yelp, Nextdoor, and more. You can also type in a custom source.
If you pick Referral as the source, you can search for the existing customer who referred them or type in a name.
Address
- Street Address -- Start typing and the address will auto-complete for you. City, state, and ZIP fill in automatically.
- Apt/Suite/Unit -- Apartment or unit number if needed.
- City, State, ZIP Code -- These fill in when you pick an address, but you can edit them.
Notes
Use the notes box for anything you want to remember about this customer. Gate codes, pet names, preferred contact times -- whatever helps your crew.
Tips
- Always add a phone number. Without it, you cannot send SMS reminders or text message updates to the customer.
- You do not need to fill in every field right now. You can always edit the customer later from their profile page.
- Customers can also be created automatically when you convert a lead from your Lead Inbox or when you import from a CSV file.