Use the New menu to create records with context
The New button is the fastest way to start a record from anywhere in Essential, and it is the main way to create most records. It sits in the top bar, first in the group of buttons on the right, next to your to-do list, notifications, and profile. On a phone it appears as a round + button in the same spot.
What it can create
Opening the menu lists Customer, Property, Contact, Invoice, Subscription, Quote, and Job / Visit.
Customer, Property, Contact, and Job / Visit are always available. Invoice and Subscription appear only if your role can create invoices, and Quote appears only if your role can create quotes. If an option is missing, your role may not have that permission, or the related feature may not be turned on for your business.
It carries the page you are on into the new record
The New button is the same button everywhere, but what it prefills depends on the page you open it from.
From a customer page, the customer comes along. A new property, for example, opens with that customer already selected in its Customer section, so you do not have to search for the account again.
From a property page, that property comes along, and forms that need the customer work it out from the property.
From a contact page, that contact comes along where the destination form supports it.
From a job page, Invoice and Quote open already linked to the job, with its property filled in and the job's billable items pulled in, and Job / Visit opens a visit attached to that job.
Starting from a list page or the Dashboard prefills nothing, which is fine: you pick the customer or property on the form itself.
The menu only starts the record
Opening a form is not the same as saving it. Review whatever was prefilled, fill in the required details, and save or send from the page the menu took you to. Nothing exists until you save.
Where to find it: The New button in the top bar, to the right of the search box (a round + button on a phone)
Related guides
Last updated
Was this helpful?