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. 







    • Related Articles

    • Overview of Customers in Zuper V3 Mobile App

      The customer module helps you to manage the customer details. Here you can add, modify, and merge the customers. The customers can be mapped to an organization, and you can create a new job for a customer along with the contract. Further, you can ...

    • Overview of Organizations in Zuper V3 Mobile App

      The Organizations module helps you to manage the organization details. The organizations can be mapped to the customer, and you can create a new job for an organization. Organizations Listing Page: 1. Select the "Clients" module from the top-left ...

    • How to create a Job on the Zuper Mobile app?

      Jobs are the heart of the Zuper Mobile App. It is the core of all field service operations. In Zuper Mobile App, you can create a new job. Create a new Job: 1. Select the "Jobs" module from the top-left hamburger icon . 2. Select the "+“ icon from ...

    • How to create a new Job in the V3 Zuper Mobile App?

      Jobs are a critical part of the field service, as this involves major stage-by-stage job creation to completion of the job, which provides major relief for the end users through on-time Job service. It is the core of all field service operations. In ...

    • How to explore the Contracts listing and details page in the V3 Zuper Mobile App

      The contracts module helps you to manage the agreement created. Here you can add, modify, and merge the contracts. The contracts can be mapped to an organization, and you can create a new job for a customer along with the contract. Contracts Listing ...