Create a Customer
Derek Deng avatar
Written by Derek Deng
Updated over a week ago

Time to complete: 5-10 minutes

This section is geared toward a customer service representative who is in charge of creating customers, job records, and dispatching.

Create a customer record

If a new customer requests you to complete work for him/her, you will first need to create a record for this customer. To do this, login to the web version of ServiceBridge, click on the Universal Add Button, and select Customer.

A window will open for you to enter customer information. After filling this out, click save.

Here, I am creating a new customer—Chicago Cultural Center—by entering a location and primary contact information. 

This customer is now a record in ServiceBridge, and you can find it by searching in the search bar, or looking through your list of customers on the left side of the home screen.

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