Add a customer
Save contact and service-address details for jobs, estimates, and invoices.
Save a customer once, then reuse the record for jobs, estimates, and invoices.
- Open Customers, then All customers.
- Select New customer.
- Add a first name. A last name, phone number, and email are also useful.
- Add the street, city, state, and ZIP for the service address.
- Add gate codes or other details under Access notes.
- Save the customer.
You can also choose New customer while creating a job or estimate. Customer Access lists people who can reach a customer record through your account. A text thread is tied to the customer's phone number and the business texting number.