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Adding a customer

Add customers when creating jobs or directly from the customers list.

Steps​

  1. On Customers, click Add customer.
  2. Fill in name (required), email, phone, address, customer type, and notes. Use Main contact, Main contact email, and Main contact phone when the person is not the same as the customer/company name.
  3. Save — the customer is available when creating jobs.
Add customer drawer
Screenshot: Add customer side drawer.