Add a customer

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Creates a new customer record — the company or person you’ll raise opportunities, quotes and jobs against.

When to use

When a new enquiry comes in from someone you’ve never dealt with before, and you want them on the system before raising an opportunity.

Step by step

New (toolbar button) — 1. From the Customers list, choose New to open a blank customer form.

Name (textbox) — 2. Enter the customer's name. This is the only required field, and it must be unique.

Trading As (textbox) — 3. If they trade under a different name, enter it here — otherwise leave it blank.

Email (textbox) — 4. Add the main email and phone so quotes and job updates reach the right place.

Phone (textbox) — 5. Enter a contact phone number.

Address Line 1 (textbox) — 6. Start typing the address and pick it from the Google suggestions — this fills the address fields and sets the Suburb for you.

Suburb (lookup) — 7. The Suburb fills in automatically from the address you chose; it drives delivery and site defaults. Only change it if you need to.

Account Type, Default Branch, Default Job Category, Default Job Type, Customer Class (lookups) — 8. These default from your CRM settings. Adjust any that differ for this customer.

Sales Rep (lookup) — 9. Assign the sales rep who owns this customer — their opportunities default to this person.

Specific Lead Time (checkbox) — 10. Turn this on only if this customer needs a different lead time from your standard; a Lead Time Days field appears.

Standard Markup (spin button) — 11. Set a default markup % for this customer's quotes, if it differs from your standard.

Save (toolbar button) — 12. Save the customer. You'll then add at least one contact before the record is complete.

Last updated on July 8, 2026

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