Add Your First Customer

Open Customers and tap Add Customer (a + on a narrow screen). Choose Business or Person, enter their contact and billing details, and save. Use the same customer again when they call back.

What You Need to Save

• Business name or contact name: at least one is required. Choosing Business requires a business name; a contact name is optional for a business.
• Phone: a 10-digit number. Put an extension in the separate Ext. box.
• Billing address: street, city, state, and ZIP. This is separate from where the tech works.
• Email and notes: optional. Add them when you have them.

The phone and billing-address requirements apply when adding from Customers. The same form opened from a lead or Colab allows those details to stay blank; add valid details when you have them. Create Job's quick client fields can also save a job with less information. See Create a New Job.

Keep People, Places, and Billing Separate

Add the people you talk to under Contacts and the places you work under Service locations. Set Who pays the bills? when the payer is someone else. For branches or properties with their own customer records, use a parent customer. See Group Customers Under a Parent.

Add Secure Details as You Work

Save key codes, bitting, safe combinations, and vehicles in their dedicated sections. Put a building's keys under that service address so another branch's codes are not mixed in. See Find Keys and History for an Address.

For the full guide, see Add Customer Records.

Last reviewed October 12, 2026.