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
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.
Click New customer.
Under Where will the service be performed? enter the following information:
Tenant or Location Name
Address: Press the Tab key or click the 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.
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.
When you’re finished, click Save. You can click Go back to return to the Call screen. You can now book the job.
to validate the address.
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.