Create a lead or customer

Create a lead or customer

Audience: Owner, Office admin
Plan: All
Platform: All
Time to complete: ~5 minutes

Overview

Add prospects as leads or active customers so you can estimate, schedule, and invoice work.

Before you begin

  • Permission to view Customers (and Leads if enabled on your plan).

Steps

Web

  1. Click Customers in the sidebar.
  2. Click New Customer (or New Lead under Leads).
  3. Enter name, email, phone, and primary address.
  4. Add notes or tags if needed.
  5. Click Save.

Mobile

  1. Tap More → Customers or use Quick Add → Customer.
  2. Fill required fields and save.

Verify it worked

The record appears in Customers or Leads and is searchable.

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Still need help?

Use Submit a request on the customer portal to open a support ticket, or email [email protected].

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