When creating a new customer, first, decide on the type of customer you would like to add. These will be provided to you as options from the left-hand side of the 'Customers' tab.
Once selected, fill out all the required information (the fields marked with an asterisk are required, the others are optional) and click 'Save' once completed.
The 'How did you hear from us?' section, also optional, simply allows you to record the various methods through which your customers came to hear of you.
What is this used for?
Before you can add any jobs, estimates, reminders, or invoices you need to add customers. Customers are added by clicking 'Customers' at the top of the screen. On the left of this screen, you will see a section with different customer types. A customer type can be a private customer, company, estate agent, or anyone that you will perform works for. You can add a customer type if you need to.
I don't have the Postcode search function like the video.
This is because you do not have Postcode lookup enabled on your account. Please contact support to find out how you can get this.
Can I add more 'how did you hear from us' options?
Yes, You can add more 'how did you hear from us' options within system settings click here to learn how.