How to assign a customer to a job

On both your mobile application and online dashboard you will find the option to add a customer from the specific job page, in the selected box on the screen.

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If your customer has already been set up, you simply select the customer you want to add to a job and save.

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If you need to set up a new customer for the job you will be able to do so in just a few clicks by clicking "Add New" after you've clicked "Add a Customer."

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All you need to do is fill in the customer details on the next page.

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As soon as you've set the customer up you will see their details from the job page.

Online Dashboard

It is a simple process to assign a customer to a job that has been created in the on-line dashboard. After creating a job there are several options available to the user (add a customer, schedule a date) and create quotes and invoices and take payments in the toolbox.

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It is then possible to either select an existing customer from your customer list

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or if you require to insert a new customer then click on the "Add New" button and insert the customer details.

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