This article describes how you can add a new customer.

You can also

  1. Import customers from Excel
  2. Import customers from QuickBooks Online or QuickBooks Desktop
  3. Add customers, while creating jobs on the calendar

Only users with Manager or Administrator role add or edit customers.

Adding a customer

1. Sign in using a web browser

2. Click Customers

3. Click +

4. Enter information

5. Click Save