How To Create A Customer (Video)

Scheduling - 
To create a customer for the first time:

1. A Customer can be created Manually under the  Customers Tab > Create Customer.

2.  Enter all information on the New Customer screen.
3.  Enter all the information on the Home Information screen.
4.  Enter all information on the last screen, named Verify.  This is where you'll also enter all the client's job notes on that particular home.