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, 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.

SMS consent attestation

When you enter a usable 10-digit mobile number, FieldKit shows an unchecked checkbox:

I received verbal consent from this customer. FieldKit will send an SMS asking the customer to confirm directly.

Check it only after the customer gave you verbal permission. It records the staff attestation; it does not itself grant permission to send service or review messages. FieldKit's service sender sends this exact message once for that confirmation request; it has no automatic resend or retry:

Metro Service Pros: Reply YES to confirm you agree to receive text messages about your service, including appointment updates, arrival notices, invoices, and occasional feedback or Google review requests. Reply STOP to opt out.

Leave the box unchecked if you did not receive verbal permission. It never blocks creating the customer. If the one FieldKit SMS cannot be sent, FieldKit saves the customer and shows a warning that consent is still unconfirmed.

Only an exact YES to a matching pending FieldKit confirmation grants both Service SMS and Review Outreach. A STOP to FieldKit's service sender keeps the carrier opt-out and revokes both scopes. START or UNSTOP does not restore either scope; it clears only the carrier opt-out. V1 has no same-number resend or re-confirmation control. A future auditable confirmation path, new disclosure version, or genuinely replaced number is required before the scopes can be granted again. This is separate from the HighLevel review sender, where STOP ends Review Outreach only. Creating a customer does not call HighLevel.

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.
A staff checkbox is not a substitute for the customer's direct YES confirmation. Do not assume consent from an existing phone number or a completed job.
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.