Creating a Customer on the Worker App

Best Suited for:

• Field techs creating jobs or estimates on-site
• Users needing to add new customers directly from the worker app

Important Information:

• Customers can only be created in the mobile app, during the process of creating a job or an estimate
• Fields such as email, mobile number, referral source, and custom fields are optional
• A service location is added after the customer account is created

Strategic Workflow:

• Begin by creating a job or estimate
• Use the + icon beside "Customer" to start the customer creation process
• Fill in required and optional fields
• Save the customer record

Step-by-Step Instruction:

1. Begin creating a job or estimate, by pressing the + icon on the "Home page"
2. Tap the + icon beside Customer
3. Enter the customer's First Name and Last Name (required)
4. Enter the Mobile number (optional)
5. Enter the Email Address (optional)
6. Select Referral Source and add Custom Fields (optional)
7. Tap Save to create the customer account
8. Tap Service Location to add a Service Location
9. Enter Street Address, Apt/Unit #, City, State/Province, and Zip/Post Code