Add a Customer

Adding customers in ServiceCore allows you to create jobs, send invoices, track reporting, and manage communication as your business grows. Customers can be added manually at any time.

Before You Start

Here are a few things to know before you continue:

• If you’re still onboarding, you might be planning to bulk import from QuickBooks Online or using a template. This article focuses on adding individual customers. If you need to bulk import customers, please discuss bulk imports with your Implementation Project Manager or our Support team.
• Search for a customer in your ServiceCore account before creating a new one to avoid duplicates.
• To see if you have user permissions to add customers, please review this article.
• Required information to add a customer:
  • Customer Name
  • Billing Address
  • Email (if communication preference is set to email)

Add a Customer

There are two ways to add a customer:

• From the “+” icon in the top right corner.
• From the Customers page.
   

Regardless of where you start, the workflow will be the same. To add a customer:

1. Click on “Add Customer", either from the Customers page or from the “+” icon.
2. Enter a unique Customer Name (41 characters or fewer, including spaces). 
   • This is the only name field that will appear on the customer’s invoices.
3. Enter a Company/Organization. (Optional)
   • If you use QuickBooks Online, this field syncs with the “Check Payee” field.
4. Enter a First and Last Name. (Optional)
   • This is useful for identifying the main contact.
5. Enter the customer’s Email address(es.)
   • These emails will receive invoices and notifications.
   • Please Note: This is a required field when Email is selected for Preferred Billing Communication.
6. Select Preferred Billing Communication for how the customer will receive their invoices.
   • Email: Sends invoice PDFs to the email address(es) entered.
   • Print: Requires you to print and mail invoices manually.

7. Select a Customer Stage. This defaults to Customer. Available stages: Lead, Customer, High Value, VIP, and Suspended.

   • Suspended flags the account as inactive or on hold. A warning appears on any job or rental form when a Suspended customer is selected, but it won't block you from saving.
   • Only users with Billing Manager permissions or above can assign the Suspended stage.

   
   
    

8. Add Phone Number(s) and a Fax (if applicable). These should be for your main point of contact or billing contact.

9. Enter the customer’s Billing Address.

   
   
    

10. Select a Customer Type, enter background for “How did they hear about us?”, or update the date for Customer Since. (Optional)
11.  Click “+ Add New Contact” to add additional contacts for the customer. The link can be clicked multiple times to add additional contacts.
    • TIP: If you are on the Pro Plan, these contacts can be given Customer Portal access.
12.  Select a Default Tax Code and Payment Term. (Optional)

13.  If your company uses divisions, select one or more Company Division(s). 

    
    
     

14.  Add any Notes for service tickets or Internal Notes for the customer’s profile. 
15.  Confirm or toggle Site Messaging Settings. (Pro Plan Only)
    • TIP: We recommend enabling this to avoid turning on messaging for each site contact later.

16.  Click “Add New Customer” to save.

    
    

Please Note: If you are signed up for ServiceCore Pay, you will also have the option “Add Credit/Debit Card” to save your new customer. To learn more about adding card information for a customer, please review this article.

Next Steps

• Manage Customers
• Add a Site
• Create a Job
• Create a Rental
  
   

If you have any questions, please reach out to our Support team through the chat widget on the bottom of this page or by sending an email to support@servicecore.com!