Add Customer

Create and store new customer profiles with full contact, address, and VAT details for accurate invoicing and record management.

Creating a New Customer

Empty Create Customer Form

When you click the ➕ button, the system opens a clean Create Customer form.

Fields available:

Customer Name (required)

The official company name.

Important Note: When creating a new customer, the Customer Name field is the only required field needed to successfully add a customer to the system.

All other fields — such as email address, representative, contact number, registration number, VAT number, and address details — are optional and can be added or updated later at any time.

This flexibility allows you to quickly create customer records, even if you don’t yet have their full company or contact information. The customer profile can still be used immediately in estimates, invoices, and site assignments.

Email Address (optional)

Contact email.

Representative (optional)

Main contact person.

Contact Number (optional)

Customer’s phone number.

Registration Number (optional)

Company registration or business ID.

VAT Number (optional)

For tax-registered customers.

Exclude VAT on Estimates and Invoices (toggle)

Activate this if VAT should not be applied to the customer’s documents.

Search for Location or Business

Use this Google-integrated search field to autofill address details.

Address Fields (optional)

Address, Suburb, State/City, Zip, Country.

Action Button

Click Create Customer to save the new customer.

The create customer button is greyed out if no customer name is provided

The create customer button becomes active if a customer's name is provided

Example: Filled Customer Form

Here, the form is filled with sample data:

• Customer Name: Sample Customer

• Email: [email protected]

• Representative: John Doe

• Contact Number: 1234567890

• Address: 838B 5th Ave, New York, NY 10065, USA

• State/City: New York

• Country: United States

• VAT toggle: Enabled to exclude VAT on invoices.

When all required and optional details are entered, click Create Customer (bottom-right).

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Example: Updated Address Breakdown

Alternate View of Filled Form (shortened state)

This shows a slight edit where:

• Suburb now shows New York.

• State/City shortened to NY. This demonstrates flexibility in address formatting — ideal for different regional data entry conventions.

When all required and optional details are entered, click Create Customer (bottom-right).