Add a new customer

You can add a customer from anywhere in Servicebay using the add button, or straight from an empty Customers list.

1. Start a new customer

   Tap the + button and choose Customer. This opens the Add Customer screen.

2. Choose the customer type

   Set Customer Type to Residential or Business. This affects which fields make sense to fill in below.

3. Set their preferred contact method

   Set Preferred Contact Method to Phone Call or Text Message so your team knows how this customer likes to be reached.

4. Enter their name and contact details

   Fill in First Name (required) and Last Name, then Primary Phone and, if they have one, Secondary Phone. Enter their Email Address too. You need at least a phone number or an email to save the customer.

5. Add their service address

   Use the address field to search for and select their address, or type it in manually.

6. Add business details if relevant

   For a business customer, fill in Business Name and Tax ID / ABN so these appear correctly on quotes and invoices.

7. Add internal notes

   Use Internal Notes for anything your team should know that the customer doesn't see, such as access instructions, preferences, or history.

8. Save the customer

   Tap Save Customer to create the record.