Create a customer record to keep contact details, service locations, and billing information together.
Start the customer record
Tip: Search for the customer in Customers before you add them. This helps you avoid duplicate records.
On web, in Customers, select New > Customer. In the mobile app, in the customer list, select + next to the search field. You can also select Book a job on Home, then +.
Under Service locations, select Search for address, then choose where the work will be done. In the mobile app, to add another location, select Add service location.
To record how the customer found you, select a Lead source.
Under Bill to, select Bill to the serviced location or Bill to an account.
Add contact details and save
Enter the contact's Name, Phone number, and Email. In the mobile app, these fields are under Contact info.
If the customer has another contact, select Add contact.
For a commercial customer, enter a Business name.
Select Save & continue, then follow the steps on screen.
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Manage a customer's contacts and service locations