Create a Customer

Prerequisites

• Logged into Free Service Pro

Step-by-Step Instructions

1. Go to Customers from the left sidebar
2. Click the + New Customer button in the top right
3. Enter the customer's name (required)
4. Enter email address (optional but recommended)
5. Enter phone number (optional but recommended)
6. Add a service address:
   • Click "Add Address"
   • Enter street address, city, state, and zip code
7. Click Create Customer

Expected Behavior

• Customer appears in your customer list
• Customer can now be selected when creating jobs, estimates, or invoices

Common Mistakes

• Not adding contact information - you won't be able to send estimates/invoices
• Forgetting to add service address - needed for scheduling visits