How To Create A Customer (Video)

Scheduling - 
To create a customer for the first time:

1. Customers > 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.

https://youtu.be/0xrnIkljX_k

On this screen, click on the address:  

5.  Create your Service Set.  This means that for this address is this going to be a routine cleaning, or maybe a partial clean.

6.  On this screen, enter in the rate log for the job. You'll want to do this by clicking on +Update Base Fee.

7.  On that same screen, you can now go to the Jobs tab to create that new customers jobs by modifying their schedule.