How to Add a Customer

3 min read
Feature: Customers

A Customer Record forms the backbone of operations in Service Opus. It stores service histories, links equipment installed on sites, supports billing configurations, and houses communication logs. Adding a customer directly enables office staff to log jobs, generate estimates, and track payments.

CRM Tip: Duplicate Check
Before adding a customer record, search the database to confirm they do not already exist. Managing duplicates ensures clean reporting and prevents billing confusion.

Step-by-Step Walkthrough

1

Go to the Customers Page

From the main sidebar navigation, select Customers. By default, the application will display the Customers Dashboard at /customers/overview.

2

Click "New Customer"

Click the New Customer button in the action panel. The application will route you to the Customer creation page at /customers/create.

3

Complete Customer Details

Fill out the profile fields (First/Last name, Email, Phone). Toggle whether the customer represents a residential individual or a commercial business (which opens the company name and tax identifier inputs).

4

Set Up Sites & Locations

Input the customer's primary service site location. Service Opus supports multi-site accounts, allowing a commercial client to have multiple distinct physical locations linked under one billing entity.

5

Configure Billing Defaults

Assign billing parameters, including default payment terms (e.g., Net 30, Due on Receipt), tax rates, and communication preferences (email vs. printed statements).

6

Save the Record

Review the entries and click Save Customer. The application routes you to the customer edit screen at /customers/edit/{newId}, marking the snapshot clean and validating data integrity.

Primary Fields Explanation

Field Group Fields Required? Description / Validation
Contact Info First & Last Name Required Primary contact name for the account.
Business Info Company Name Optional Used for commercial billing structures.
Contact Channels Email & Phone Optional Validated for valid syntactical email formats and 10-digit phone strings.
Service Site Street, City, State, ZIP Optional The physical address where field work is dispatched.
Financials Tax Rate, Payment Term Optional Links default tax levels and invoice payment terms to the customer.

What's Next?

Once your customer account is live, you can perform these actions:

Add a Job for the Customer

Learn how to create a job, define the scope, list materials, and assign field technicians.

Create an Estimate

Build a detailed quote proposal for this customer using labor and material items.

Ready to try this workflow?

Use the walkthrough to evaluate the workflow, then test it in Service Opus with real scheduling, quoting, invoicing, and customer data.

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