Add a customer

Add the customer#

1. Go to Customers and click New Customer. Or press Ctrl K and choose New Customer.
2. Enter First Name, Last Name and Mobile Phone. These are required, along with Status (it starts as Active).
3. Add an Email if you will send quotes or invoices by email.
4. Open Service Address and fill it in. Set Property Type to Residential or Commercial. You need an address before you can schedule a job.
5. Optional: Notes, Preferred Contact Times, Tax Exempt with a certificate number, or Do Not Contact This Customer with a reason.
6. Click Create Customer. You will see "Customer created successfully".

Change a customer later#

1. Open the customer, go to the Overview tab, and click Edit.
2. Make the change and click Update Customer.

What if this fails?

"Customer with this email already exists" or "... phone number already exists".

The customer is already in Ormi. Search Customers for that email or number and use the existing record.

"Please complete all required address fields or leave all empty".

Either fill in the street, city, state and ZIP, or clear the address and add it later.

"Mobile or phone number is required".

Every customer needs a phone number. Add one and save again.

Related tasks

• Add and manage service locationsCustomers and locations
• Create a jobJobs and scheduling
• Import customers from a spreadsheetCustomers and locations