How to create a new customer in Zuper V3 Mobile App?

How to create a new customer in Zuper V3 Mobile App?

The new customer will be created as a base for the job creation, quotes, invoices, and contracts. You need to fill in the basic details that are required for the customer creation.


1. Select the "Clients" module from the top-left hamburger icon. 

Now choose the “Customers” module from the drop-down list. 

Mobile:





2. Select “+” icon to create the new customer.

Enter the “Primary Information” details.

Note: The + button will be visible based on your access role. Please contact your account administrator if you do not see this icon to get access.

Tab:

Note: You can import the contact from your mobile or enter the customer’s first and last names directly.

3. Enter the “Contact Information” and “Second Information” details.




4. You can add the customer’s address using the “+ Add” option. 


Tab:


5. Fill in the “Custom Field” options and click the “Create” button.


Tab:


6. The new customer is created successfully.






Note: The + button will be visible based on your access role. Please contact your account administrator if you do not see this icon to get access.


In addition to bulk importing customer data to Zuper, users can create a new customer and can associate the customer with various modules. 







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