How to Add Customers on FieldServicely?
Learn how to add customers on FieldServicely to manage client information, track interactions, and streamline customer management.
Web App
First, click on ‘Customers’ from the left sidebar. Then click on ‘+ Add Customers’ button in the top right corner.
Provide:
- Customer Name
- Customer Email
- Customer Phone Number
Mobile App
To add a customer from the mobile app, you can either tap on the Add Icon or tap on the ‘Customers” tab from the side menu and tap on the Add Icon.
Provide:
- Customer Name
- Customer Email
- Customer Phone Number
