On both your mobile application and online dashboard you will find the option to add a customer from the specific job page, in the selected box on the screen.

If your customer has already been set up, you simply select the customer you want to add to a job and save.

If you need to set up a new customer for the job you will be able to do so in just a few clicks by clicking "Add New" after you've clicked "Add a Customer."

All you need to do is fill in the customer details on the next page.

As soon as you've set the customer up you will see their details from the job page.

Online Dashboard

It is a simple process to assign a customer to a job that has been created in the on-line dashboard. After creating a job there are several options available to the user (add a customer, schedule a date) and create quotes and invoices and take payments in the toolbox.

It is then possible to either select an existing customer from your customer list

or if you require to insert a new customer then click on the "Add New" button and insert the customer details.

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