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How to Create a Customer

B
Written by Brayden Woods
Updated today

Step-by-step guide

  1. Go to Customers → Add Customer

  2. Enter name + contact details

  3. Select address via Places autocomplete

  4. Set preferred days/time

  5. Add billing info (optional)

  6. Add notes (optional)

  7. Save

Tip

Use Places autocomplete for accurate GPS and mapping.

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