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
