How do I add a customer?
There are several ways to add a customer to your account:
- Add a customer manually
- If you've previously sent a quote to the customer, you can add a customer from a quote
Add a customer manually
Use this method to add an individual customer.
- Go to
Manage
>Customers
. - Click the menu icon in the top-right corner and select
+ Add customer
.
If you haven't added any customers yet, you can also click Add your first customer
.
- Enter the customer's details into the
Edit
form.
Fields marked with a red asterisk (*) are required to save the customer.
It's best to enter the address in the Search for an address
field and select the address from the search results so getSoapy can geocode it correctly.
- Click
Submit
to save. Job done!
Add a customer from a quote
When you send a quote to a potential customer, they are not added to your Customers automatically. Use this method to add a customer you have previously sent a quote to.
- Go to
Manage
>Quotes
. - Select the quote from the list.
Use the search feature to quickly find the quote you're looking for.
- Click the menu icon in the top-right corner and select
+ Convert to customer
.
- The
Convert to customer
form will appear. From here you can:
- create one or more jobs based on the quote(s) you previously sent (at least one option is required)
- add the customer to a round (optional)
- update the status of the quote to closed (optional)
Select any of these options, and click Convert to customer
.
What's next?
Now that you've added a customer or two, you might want to check out: