Create a new customer while on the Customer search page.
Create a new customer while on the Customer search page.
Instructional Video:
In the left column menu select the “Customers” link. This will take you to a page that displays all of your customers with active work orders and allows you to search for customers in your database.
Click the “Add Customer” button located in the top right corner of the customer search page.
The create new customer modal will then load and you’ll be presented with a form for entering the customers details.