In this article, you will learn how to add a new customer to your JobyDesk directory.
Maintaining an organized and up-to-date customer database is essential for managing jobs, estimates, and invoices efficiently. Adding a new customer allows you to securely store their contact information, track their service history, and easily assign them to future scheduled work.
Creating a customer profile
In order to create a new customer profile, you will need to access your main directory.
1. From the left sidebar menu, navigate to the Customers section.
2. Click the blue New customer button to open the intake form.
3. Complete the following customer details:
- Contact details: Input the customer’s primary information, such as their name, phone number, and email address.
- Business classification: If you are servicing a commercial client rather than a residential one, toggle the This is a business option.
- Addresses & Notes: Provide the specific service address and, if different, the billing address. You can also add relevant location notes (e.g., gate codes, parking instructions, or dog warnings) to assist your technicians in the field.
- Marketing source: Select the appropriate lead source from the dropdown menu to track how the customer found your business.
4. After entering all of the customer’s details, click Create customer to officially save the profile to your directory.
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