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Create a customer on mobile

You don't always meet a new customer at your desk. The mobile app lets you add a customer the moment you sign one up — standing in their driveway, sitting in your truck, or on a Sunday afternoon when the office is closed. The customer is saved instantly on your device, then syncs to your team's account as soon as you're back online.

When to add a customer from your phone

The mobile app is the right place to add a customer when:

  • You're meeting a new prospect on-site and want to schedule the first visit before you leave.
  • You're at a trade show, networking event, or referral hand-off without a laptop.
  • The office is closed and you don't want to wait until Monday to capture the lead.
  • You're a technician closing a "while you're out here, can you also..." conversation with a neighbor of an existing customer.

For bulk loading customers from a spreadsheet, use the web app instead — see Bulk Import.

Open the Customers screen

There are two ways to get there:

  1. Open the app.
  2. Tap the Customers tile on the home screen.
  1. Tap the menu icon (top-left).
  2. Tap Customers in the drawer.

You'll see your customer list, sorted alphabetically, with a search bar at the top.

Search before you add

Type a few letters of the name first. Adding a duplicate customer splits their job history across two records, which is annoying to clean up later.

Tap the + button

The + button lives in the top-right corner of the Customers screen. Tap it to open the Add Customer form.

Fill in the customer details

The form is short on purpose — you can always add more details later from the customer's detail screen.

Customer information

Field Required What to enter
Customer Name Yes Company or person — for example, Jane's Bakery, Acme Manufacturing, or Robert Chen.
Contact Phone Yes The best number to reach them. Use the international format with a + sign and country code, e.g. +15555551234.
Contact Email Yes Where invoices and confirmations should go.
Default SLA Hours No How quickly your team commits to responding to this customer's jobs. Leave blank to use your company default.

What is an SLA?

SLA stands for Service Level Agreement — the response window you promise a customer. If you enter 24, every new job for this customer comes in with a 24-hour deadline so your dispatcher sees the urgency. Most teams leave this blank and only set it for premium accounts or commercial contracts.

Phone number format matters

The app expects the +CountryCode format (sometimes called E.164). +15555551234 works; (555) 555-1234 doesn't. If you enter a phone in the wrong format, the app will let you know before saving.

Add the first location

Every customer needs at least one service location — this is the address where you'll actually do the work. Most small businesses only ever have one address per customer, but commercial accounts often have multiple (a head office, a warehouse, three branch locations, and so on).

Pick the address from the suggestions

  1. Tap into the Address field.
  2. Start typing the address. After a few characters, a list of suggestions slides up from the bottom of the screen.
  3. Tap the correct suggestion. The app fills in the street, city, state, ZIP code, and the map coordinates for you.

The map coordinates are what let the dispatcher see this customer on the map and what powers intelligent dispatch when assigning technicians.

State and ZIP Code are filled from your selection and can't be typed — that's what keeps every service address a real, complete place. Street and City are filled in too, and you can adjust them if the suite or street name needs a tweak.

Pick a specific address, not a city

A US state and a ZIP code are required. If you tap a suggestion that's a city, a region, or a whole road rather than a specific building, nothing is filled in and you'll see a message saying what's missing. Keep typing and tap the suggestion that includes the street number. Nothing is left half-filled, so you'll never end up with one address's street beside another's ZIP.

Service addresses are US only. Suggestions are limited to US addresses, and if an address outside the United States somehow comes back, it's turned down the same way with a message explaining why.

Optional location details

You can skip these for now and add them later — but if you have a second to fill them in, they save the technician time on arrival:

  • Suite / building / unit — Suite 204, Building C — loading dock, behind the gas station
  • Location notes — Gate codes, parking instructions, "ring the bell twice", "ask for Maria at the front desk"

Tap Save

Once the required fields are filled in, the Save button at the top of the screen turns active. Tap it.

You'll see your new customer at the top of your list, right where you'd expect.

Saved instantly — syncs automatically

The customer is saved on your phone the moment you tap Save, even if you have no signal. As soon as your phone reconnects to the internet, the customer (and any locations and edits you've made) sync to the rest of your team's account in the background. You don't have to do anything.

If something prevents the sync — for example, another team member already created a customer with the same email — the app will let you know so you can adjust.

Add more locations to an existing customer

A commercial customer might have a warehouse, a head office, and three branch sites. To add another location:

  1. Tap the customer in the list to open their detail screen.
  2. Scroll to the Locations section.
  3. Tap the + icon next to the section title.
  4. Fill in the location name, pick the address from the suggestions the same way, and add any notes.
  5. Tap Save.

The new location is available immediately when creating a job for that customer.

Edit a customer or a location later

Made a typo? Got an email address after the fact? Easy fixes:

  • Edit customer info — On the customer's detail screen, tap the pencil icon next to their name.
  • Edit a location — On the detail screen, tap the pencil icon next to the location you want to change.

Changes save the same way as a new customer: instantly on your phone, automatically synced when you're back online.

Changing the customer's email

For security, changing the customer's email address triggers an email verification step. The customer receives a confirmation email at the new address and has to click the link before the change becomes final. This is the same flow used on the web — it's there to prevent invoices and portal access from going to the wrong inbox.

A few things worth knowing

  • No internet? No problem. Adds, edits, and new locations all work offline. They queue up and sync the next time you have signal. The customer appears in your list immediately either way.
  • Phone format is strict. If the Save button stays gray, the most common reason is a phone number not in +CountryCode format.
  • Pull down to refresh. If you suspect another team member just added a customer on the web, pull the list down to refresh from the server.
  • Every location needs a picked address. The state and ZIP come from the suggestion you tap, so you'll need to pick one before Save turns on. That's also what puts the customer on the dispatcher's map and lets intelligent dispatch match the right technician.