Add New Customer Manually

Manual Customer Add in DreamzFSM lets you create a customer record from scratch for quoting, scheduling, and billing.

Overview

Go to Customers → New Customer, pick the Customer Type, then enter the basics: Code/Company, status/tags, primary contact (name, email, phone/WhatsApp), and address (with facility/sub-facility if applicable). You can also capture tax IDs, billing terms, price book, notes, and additional contacts. Click Save to create the profile; you can edit later to add service locations or documents.

Here is a reference video:

Steps to Add a New Customer Manually

Step 1 – Navigate to the Customers Section

From the menu, click on Customers and then click on the Customers sub-menu.

Step 2 – Click on Add New Customer

From the customer listing, click on Add New Customer.

Step 3 – Fill in Customer Details and Save

Fill up the necessary customer details and click on Save.

Tips for Adding a New Customer Manually

• Always select the correct Customer Type at the start, as this determines the fields and settings available for the customer profile.
• Enter an accurate primary contact including name, email, and phone/WhatsApp number to ensure seamless communication and notifications.
• Use the facility/sub-facility fields in the address section if the customer has multiple locations or sites that need to be tracked separately.
• Take advantage of the billing terms, price book, and tax ID fields to set customer-specific pricing and tax configurations from the outset.
• After saving, you can return to edit the customer profile to add service locations, documents, or additional contacts as needed.

Frequently Asked Questions

How do I start creating a new customer manually in DreamzFSM?
Click on Customers in the main menu, select the Customers sub-menu, and then click the Add New Customer button on the customer listing page.

What information is required when adding a new customer?
At minimum, you need to select a Customer Type and enter the company code/name, status, and primary contact details. Additional fields such as address, billing terms, and tax IDs are optional but recommended for complete records.

Can I add WhatsApp contact details for a customer?
Yes. When filling in the primary contact information, you can enter the customer's WhatsApp number to enable WhatsApp notifications for that customer.

Can I edit a customer's details after saving?
Yes. Once saved, you can return to the customer profile at any time to edit details, add service locations, upload documents, or update contact information.

What is the difference between manually adding a customer and importing customers?
Adding a customer manually allows you to create a single customer record by filling in a form. Importing customers via Excel is better suited for bulk creation of multiple customer records at once. Both methods are accessible from the Customers section.

Related Articles

• Import / Manage Customer
• How to Assign a Customer Portal
• How to Create Jobs
• Invoicing from App
• How to Use the Customer List View