Create a customer in
1. Head to the left navigation (☰) in the upper left corner of your screen.
2. Look for the module entitled CRM. This stands for Customer Relationship Management.
3. Here you should see a list of your customer if you have had an import.
4. From here, look for the (+) Add New Button in the upper left corner.
5. This will load a new client form where you can begin to enter their contact information in the General box area
You will need to provide at least the following:
First and Last Name (or) Company
Billing Address (Address box below display name)
Other fields in the general box
Title: Doctor, Lawyer, etc
Cust #: This will be blank the first time you enter a new customer once saved the system will generate a randomized unique customer number.
The Configuration Box has the following information:
Ad source: How did the customer hear about your business? You can edit your own ad source list by clicking the gear icon at the top right going to All Lists -> Ad source
Sales Rep: Sales rep for the customers account, which makes all new jobs created after have that salesperson already filled out for the job
Other Contact: spouse would be an example
Type: Customer type such as residential or commercial, the list can be edited by clicking the gear icon at the top right and going to All Lists -> Customer Type
Tags: These are customer tags and if you click the pencil icon you can create a bank of them to use for all customers in your database, they can be filtered for in the CRM customer listing page, work scheduler and generate customer list screens.
The Communication box has the following information:
Phone Type and Phone: you can enter the proper phone type(s) and actual phone number(s) for the customer
SMS: these are if you have an active Twilio integration account, and wish to enter in the customer's number to send SMS messages to.
Pref Cont: you will want to enter in the customers preferred method of contact, (if they are email preferred you will need the batch email proposal, invoice and marketing box flipped on
Send Batch Invoices to this Email: this is only necessary if the customer requests a different email address to email invoices to that's different from their primary or secondary emails.
The Account Information/AR box has the following information:
Tax Level: the amount of sales tax charged to the customer when services are invoiced.
Terms: these are the terms listed and state how many days you can factor in a finance charge on a late invoice
Class: this is an organizational tool for our QuickBooks integration
Cust Discount: if set each new job created after has an overall job discount of the percentage listed in this field
The Settings box has the following information:
Sort On: this is how you can find the customer in the classic search box, by last name or company
Active: An active customer means you can create jobs for them, if they are inactive you cannot create jobs and the customer's current jobs will not renew if you run a renewal batch
Receive App Automation Reminders: If you have appointment automation on your site (This is an Ultimate Subscription Level Feature) you can opt the customer in to your active campaigns for the appointment automation
Receive Proposal Automation Follow-Ups: If you have automation marketing (This is an Ultimate Subscription Level Feature) you can opt the customer in to your active campaigns for the automation marketing on proposals
Auto-billing the primary card on file enabled: this will allow you to use the auto bill batch billing feature, if you have a credit card integration set up, and below you can store the customer's card information, and make a card a primary card for them or delete the card
The Other box has the following information:
Tag 1 and Tag 2: these pull from your ad source list and have filtering for them in the generate customer list feature
Dear: this can be used as a custom greeting for your proposals
Created On: this is the customer's first created on date in the system, if its a new customer you just are creating it will be blank until you first save
Do not forget to hit SAVE in the upper left corner when you've completed the form.
You can also add additional Job Sites from the top of the menu.