How do I add a new Job or Customer : My Service Planner

How do I add a new Job or Customer Print

Created by: Allan Gaunt

Modified on: Fri, 16 Mar, 2018 at 5:16 AM

Adding a job and customer can be done on the same screen.

1. Go to Jobs

2. Click on Add Job

3. By default you will be adding a new customer and new job information, if you would like to add a job for an existing customer, select the option Existing Customer.

4. Fill in the required information (denoted by the exclamation mark icon). A job needs at least an Address Line 1, Round and Service.

5. Be sure to set the price (unless you're happy with it being zero.

6. Click save.

This will create both a customer - which you can see in the Customer screen - and a job which will display on the list.

Screen shots and video to follow.

Allan is the author of this solution article.

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How do I add a new Job or Customer Print

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