1. Home
  2. Docs
  3. Shop Customers
  4. How to Add a New Customer

How to Add a New Customer

Instructional Video:

You have two ways to create a new customer:

  1. Create a new customer while creating a new work order.
    Location of the "create new customer" button on the work order creation screen.
  2. Create a new customer from the customer search page.
    Location of the "Add customer" button on the customer search page.

Special Note: International Address Support

When creating a customer, the form includes Address, City, State/Province, Postal Code, and Country. The Country field is a dropdown, and the address fields support international formats, including non-U.S. postal codes. Enter the customer’s address exactly as it should appear for their local mailing format.

Articles

How can we help?