Create a customer
Creating a customer is an all-in-one form that captures the parent company plus its properties and contacts in one pass. Start with Customer information: the company name, which is required, and an optional company phone number.
If your business has more than one office, select the required Office in Customer information. Main office is selected initially; choose the office responsible for this customer before saving.
If your business uses the customer portal, you can enable or disable portal access for this customer here. Next is Customer Billing, which every property under this customer uses unless you set Property Billing for that property.
It covers payment terms, billing notes, tax-exempt status, autopay, and the billing address. Then add Properties, the addresses where jobs are done. You can add several, and a checkbox lets you reuse the billing address as the first property's address to save typing. Finally, add Contacts.
For each contact you enter their details and assign roles. Every contact needs at least one role, either customer-level or property-level; property-level roles let you point a contact at specific properties you added above. You can mark a contact as the primary for a role.
An Additional Details section captures notes and any custom fields your business has configured. Your in-progress entry is saved locally as you go, so you will not lose work if you navigate away. Click Save to create everything at once.
In the standard workflow, a customer is the highest-level account. It can have many properties and contacts. The minimum setup for a new prospect is usually the customer, at least one property, and at least one contact with the right roles so you can create a quote or schedule a visit.
Where to find it: Customers page, New customer; or New in the top bar
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