Lesson 2 – Adding a customer from the desktop
Next, you’ll need to add your customers to your account.
In this lesson, we’ll discuss adding a customer from scratch and navigating through a customer’s account. We’ll also cover:
If you have a pre-existing list of customers from another software, our team can import your list free of charge. Click here to learn more.
Frequently Asked Questions:
Can you add customers from the mobile app as well?
You sure can! We’ll discuss that in the ‘Mobile app workflow’ video.
What happens if I create an invoice from the 'Invoice' tab on the customer's account?
That will generate a stand-alone invoice that will not be attached to a specific job. This is great for ‘one-off’ charges.
Still have questions?
Check out our Knowledge Base and YouTube channel.