Create a customer record

A useful customer record starts with accurate contact details and the right service context.

1. Search before creating

   Check whether the customer already exists by name, phone or email.

2. Enter contact details carefully

   Use the correct phone country code and a reachable email address when available.

3. Add relevant business information

   Record the service address and preferences needed for delivery.

4. Save and review

   Check the customer summary before creating connected quotes or jobs.