Service Titan Knowledge Base

Add a new customerLast updated on 02/23/2023

When a new customer contacts you, add their information so you can start booking jobs and building a relationship with them.

Things to know

  • If a customer is not automatically detected when they call, make sure they aren’t in the system under a different phone number, to avoid creating duplicate customers.

  • Validate all street addresses so jobs can be managed properly.

Add a new customer

  1. Do one of the following:

    • Answer the incoming call.

    • If you’re booking a job manually or want to add a new customer:

      • Go to the navigation bar and click Calls.

      • Click Manual Job to get started.

  2. Click New customer.

  3. Under Where will the service be performed?  enter the following information:

    • Tenant or Location Name

    • Address: Press the Tab key or click the marker location marker to validate the address.

    • Phone: You can click x or + to add or remove these field types but must have at least one entry here.

  4. Under Who will pay for the job?

    • Select if the customer is the same as the tenant or different from the tenant. If they are the same, the customer you are adding will pay for the job.

    • If the customer and the tenant are different, enter the name, address, and contact information of the person paying for the job.

    • Select Residential or Commercial to set the property type.

    • Select if the customer wants to Use Default Rate Sheet for Customer Type or wants to use client-specific pricing. Note: If your customer wants to Select custom rate sheet, provide additional information about the client-specific rates.

  5. When you’re finished, click Save. You can click Go back to return to the Call screen. You can now book the job.

Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.