Purpose: Record new customers to ensure all property details, customer personal information and job history is kept accurate. Add new customers as and when you need to.
Please note
- Accurate address line 1 and postcode required for use with scheduling engine (Customer journey+)
- SMS communication preference will not show if SMS module is not active
- Details can be edited at any time if the information hasn't been provided yet
- SMS module is an optional paid feature
- Postcode lookups is an optional paid feature
Add a customer
- Customers > Select required customer type from left side of page > Type property and customer details into relevant fields.
- Select advertising source > Tick/untick communication preferences.
- Price books > Begin typing name of required price book > Select from search results > Add customer.
Related guides:
📘️Customer types
📘️Advertising sources