Adding Customers

After logging in to your account, hover your mouse on the "Customers" tab located at the center left of the page and click on "Add".

It will then show you the page where you can enter your customer details. Please select Residential or Commercial. Residential is the default choice, but if you do mostly commercial work, you can change the default on the My Account screen in the "Miscellaneous" area.

After entering your customer details, you can then save it by clicking one of the "Save" options located at the bottom of the page.

When you've filled in your customer information, you can then just save the customer or you can enter the job info by clicking the  "Save & Schedule a Job" to save the customer and also create a customer's job. 


Take care and have a nice day!

Kind regards,

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