How to Add a New Customer

This guide explains how to add a new customer in your cleaning software—either through the Create Job page or the Customers page—while ensuring you don’t accidentally duplicate existing profiles or Stripe IDs.

Step 1: Go to the main menu.

• You can add a new customer from either:

  • The Create Job page, or

  • The Customers page (by clicking New Customer on the right-hand side).

Step 2: If using Create Job, select Add New Customer when prompted.

• This opens the same form as the “New Customer” button under the Customers section.

Step 3: Before creating the new record, search for the customer in the system.

• Enter their name, phone number, or email in the search bar.

• If the system finds a match, use the existing profile instead of creating a new one.

• If no results appear, you can safely proceed to add them as a new customer.

Step 4: Fill out all required details for the new customer profile.

• Include contact information, address, and any other key account details.

Step 5: Save the new customer record.

• Once saved, the system automatically generates a new Stripe ID for billing purposes.

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Notes: Common Mistakes to Avoid

• ⚠️ Not searching first: Always search for the customer before adding them—creating duplicates can cause billing and reporting conflicts.

• ⚠️ Re-adding existing customers: Duplicating profiles creates separate Stripe IDs, which can confuse payment tracking.

• ⚠️ Skipping key fields: Leaving out contact info (especially email) can prevent automated invoices or communications.

• ⚠️ Editing the wrong record: Make sure you’re in the correct branch or division before adding or editing customer profiles.