Follow the steps below to complete this task in AcreConnect®.
Important Note: These instructions are for AcreConnect® users who want to build and maintain a manual list of customers in AcreConnect®. If you are a QuickBooks® user, please use these instructions instead for automatic customer list syncing.
Step 1 — Navigate to “Customers” From the Account Menu
[IMAGE: Navigate to “Customers” From the Account Menu]
Step 2 — Create a New Customer
Select the “New Customer” button from the left menu.
Complete the Customer information details and select “Save” when complete.
NOTE: "Company Name" is the only required field before saving.
📖 Discover More
Using Saved Customers In Work Orders
Start leveraging your customers' data directly in Work Orders. Click HERE to see how it works.
💡Tip
Need more help? Get support anytime from the chatbot in the bottom right-hand corner or contact support at [email protected] or by calling 319-201-3020 Ext.2
[IMAGE: Create a New Customer]