How to Add Customers on FieldServicely?

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
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