How to create a new customer in the Zuper mobile app?
A new customer is the foundation for creating jobs, quotes, invoices, and contracts.
To create a new customer, follow these steps:
1. Click the
"Clients" module from the top-left
hamburger icon.
2. Select the “Customers” module from the drop-down list.
Mobile:
3. Click the “+” icon to create a new
customer.
Note: The "+" button is visible based on your access role. If you do not see this icon, please contact your account administrator to request access.
4. Enter the required details under “Primary Information."
Mobile:
Tab:
Note: You can either import the contact from your mobile device or enter the customer’s first and last names manually.
5. Enter
the “Contact Information” and “Second
Information” details.
6. Add the customer’s address using the “+ Add” option.
Mobile:
Mobile:
Tab:
7. Fill in the “Custom Field” options and click the “Create” button.
Tab:
8. The new customer is created successfully.
Mobile:
Tab: