Guides › Getting started

3. Adding a customer

A new customer in four short steps. Give a full address and their first property is made for you, ready for jobs and certificates.

1. 1Customers

   Tap the Customers tile on the dashboard (or Customers in the ☰ menu). Search by name, phone, email or address. Swipe a customer right to call them, or left to edit. Tap Add Customer.

   

2. 2Who they are

   Choose Individual or Business and type their name. That's the only thing you have to fill in. Import from Contacts fills everything in from your phone's contacts.

   

3. 3How to reach them

   Their email and phone number. Both can be added later.

   

4. 4Their address

   Search for the address, tap Use My Location if you're there, or type it in. With a street, town and postcode, GasPass also adds the address as the customer's first property.

   

5. 5Notes

   Anything worth remembering: gate codes, parking, pets. Tap Add Customer.

   

6. 6The customer's page

   Call, text, email or get directions in one tap. Start a New Job, New Quote or New Invoice with the customer already chosen. Their contact details, address, notes and activity sit below.

   

7. 7Their properties

   The Properties tab shows the property made from their address. Landlords and letting agents can have as many as you need: tap Add Property.