Adding a New Customer Account

When looking to add a new Customer Account, users will need to navigate to Customers, click the “Add New Customer” button, and follow the steps below:

• Customer Type: Choose a customer type from the three options offered
  • Parent: if selected in the Account Hierarchy section (only displays if Parent account) you will be able to assign children account to the parent account
  • Child: if selected in the Basic Details section (below) you will have to choose to which Parent Account this child and to which account to bill this child
  • N/A: require no further selections  
• Basic Details: 
  • Name: This is where you can indicate the First and Last Name of the Account (typically used for Residential accounts or for the main contact that you would like to be searchable under a Commercial account)
  • Company Name: If the account is a business, you will typically input the Company Name here
  • Display Name As: The name input in this field will be the actual way the account name displays throughout the system (aka the Customer Name). This can be the first and last name, the company name or you can type something in unique as well
  • Business Type: This is a dropdown selection that allows users to choose what type of customer account it is
  • Phone: This is where you can store the main phone number on the account.  If residential this will likely be the homeowner’s phone number and if commercial this will likely be the company’s main office number
  • Email: This is where you can store the main email address on the account.  If residential this will likely be the homeowner’s email address and if commercial this will likely be the company’s main email address
  • Website: If the account is commercial, you can input the company’s website here
  • Salesperson: If the account was won by a salesperson on your team, that person’s name should be input in this field. This will flow onto reports to assist with commission payments
  • “Add this customer as a user as well” Checkbox: In the case that your inputs in the Name, Phone and Email fields, should also be a point of contact on the account, then you should click this button so they automatically create an identical user on the account as well.  This reduces double work and is very typical to use when the account is residential
  • Billing Email: This email is where bills will be emailed to.  You can enter multiple in this field and separate them by a comma
  • Billing Fax: This is where the billing fax number will be input if it is a commercial account
  • Billing Address: This address is where bills will be mailed to and will appear on the invoice itself
  • “Billing Address is the same as the Service Address” Checkbox: If the address you are going to be providing service at is the same as the billing address (and you only plan on doing orders at one service address for this customer) then this checkbox can be used so that your order form will automatically fill out the service address for you.  This is typically used for residential accounts
  • Notes: This is where you can enter any relevant notes on the account.  Can be operational notes or billing notes.  This also will display on the customer’s billing profile as well 
• Payment Policy: Select an existing Payment Policy or create one from scratch.

• Credit Cards: You can store credit cards directly in customer profiles. You can also mark a card as a default OR make a card inactive as well if it’s expired or no longer used.
• Taxes: You can have multiple tax policies tied to a single Customer Account.
• Services: Add the services your customer will be using.

• Price Lists: You can add as many price lists as you'd like to each customer profile. Additionally, if a price list is set as a default, then it will automatically attach the customer’s account once you add the service that it’s tied to onto the customer’s account.
• Users: Users can be used as order contacts when you create an order for this customer.
• Documents: Use this area to upload and store any relevant customer documents, such as contracts, waivers, or terms & conditions.

Finally once you have filled out all required fields, you click the “Add Customer” button at the bottom of the screen and that customer will appear in the Customers tab on your Customer Page.

Updated: 1/29/25