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Create a customer

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 offering or create a custom service
  4. Set the price and billing details
  5. Click Save
See Setting up services for details on service offerings.

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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 Add Appointment
  3. Select the date and time
  4. Assign a crew
  5. Click Save
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. In the Billing section, click Generate Link under Payment Link
  3. Click Copy to copy the link
  4. Share the link with your customer via text or email
See Customer payment portal for details on the payment page.