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Two ways to add your first customer

You can add a customer using:
  1. Quick Actions (Job creation) - Fastest way to create customer + property + service + appointment all at once. See Creating jobs.
  2. Step-by-step approach (described below) - Create customer first, then add property and services separately.
If you want to get a customer scheduled quickly, use the Job creation feature from the Quick Actions button. If you prefer more control over each step, follow the instructions below.

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Create a customer step-by-step

1

Go to Customers

Click Customers in the sidebar.Customers index
2

Open the form

Click Add Customer to open the customer creation modal.Customer create modal
3

Enter customer details

Fill in the customer information:
  • First name
  • Last name
  • Email address
  • Phone number Customer form filled
4

Add a property (optional)

Click Create a property for this customer to expand the property fields. This lets you add the customer and their first property at the same time.Enter the property address:
  • Address line 1
  • Address line 2 (optional)
  • City
  • State
  • Zip code Property form filled
5

Save

Click Save Customer. If you added a property, you’ll be taken to the property page. Otherwise, you’ll go to the customer page.Property page
You can skip the property step during customer creation and add properties later from the customer’s page.

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Add services to the property

After creating a customer and property, you can add services:
  1. Go to the property page
  2. Click Add Service
  3. Choose a service template or create a custom service
  4. Set the price and billing details
  5. Click Save
See Managing your service catalog for details on service templates.

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Schedule appointments

After creating a service, you can schedule appointments:
  1. Click on the service to view service details
  2. Click Schedule Appointment (appears near the top of the page when no upcoming appointment exists)
  3. Select the date and time
  4. Optionally assign a crew
  5. Click Create Appointment
See Creating appointments for the full appointment workflow. Once you’ve completed work and the customer has a balance:
  1. Go to the customer’s page
  2. Tap the floating action button (➕) in the bottom-right corner
  3. Select Invoice
  4. Tap Compose SMS to open your messaging app with a pre-filled message, or tap Copy to copy the link
See Customer payment portal for details on the payment page.