Creating a Customer on the Worker App
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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:
- Begin creating a job or estimate, by pressing the + icon on the "Home page"
- Tap the + icon beside Customer
- Enter the customer's First Name and Last Name (required)
- Enter the Mobile number (optional)
- Enter the Email Address (optional)
- Select Referral Source and add Custom Fields (optional)
- Tap Save to create the customer account
- Tap Service Location to add a Service Location
- Enter Street Address, Apt/Unit #, City, State/Province, and Zip/Post Code