Customers
Create and manage customers.
Create a customer so you can relate them to a job.
Once added, that customer is included in the Customer dropdown field that is available during job setup.
Customers are tracked on the Customer
Hub dashboard, which is organized in
tabs:
- Active: Lists all active customers in the system.
- Drafts: Lists the customers that have information entered in the system but have not yet been finalized. These customers remain in draft form until you pass the validations and select to create the customer in the final step of the Add Customer guided entry assistant.
