Five tradespeople side by side: an electrician, a plumber, a builder, a security installer and an HVAC technician

Create a new customer.

Add a customer in the Contacts app, with extra addresses for their sites and additional contact people.

  1. Step 1: Click “Start menu”

    Screen shows home screen.
  2. Step 2: Click “Contacts”

    Screen shows menu.
  3. Step 3: Click “Add Customer”

    To add a new customer, click on “+Add Customer”.

    Screen shows list of customers.
  4. Step 4: Complete the form

    Complete the form with all the customer’s information.

    Screen shows the add customer modal.
  5. Step 5: Click “Add” address

    To add multiple addresses click on the “Add” button. Addresses are recognized by using different labels.

    Screen shows customer modal.
  6. Step 6: Complete address form

    Complete the form to add the additional address. The labels will be used to identify multiple sites. Click on “Add” to save the information and continue creating a new customer.

    Screen shows the add address modal.
  7. Step 7: Click “Add” contact person

    Click “Add” to add multiple contact people.

    Screen shows customer modal.
  8. Step 8: Complete the contact person form

    Complete the form to add the additional contact. The labels will be used to identify multiple contacts. Click on “Add” to save the information and continue creating a new customer.

    Screen shows the add contact person modal.
  9. Step 9: Click “Add”

    Click “Add” to save the additional contact person.

    Screen shows customer modal with add button.
  10. Step 10: Click “Create”

    When the form is complete and all information has been completed, click on the “Create” button to save the new customer.

    Screen shows the new customer modal with the create button.

Need a Hand With Your Contacts?

Tell us which part of Exequtech OS you'd like walked through next and we'll add the guide.

Contact Support