Add New Customer Manually

Created by Binita Goswami, Modified on Thu, 20 Nov at 5:48 PM by Binita Goswami

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

Follow these steps:

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

2. From the customer listing, click on Add New Customer.

3. Fill up the necessary cutomer details and click on Save.