Create Account

The Account or Customer record is where all details of that Account are held.  This will include contact details, related Job, Quotes and Invoices. 

To create an Account goto CRM > Accounts

From the Account List view you can create a new account (1) or view existing accounts (2)

Tip:  You can easily search for Account by clicking the Search icon

Creating an Account 

There are very few required fields to create an Account.

Tip: For addresses simply add the full postcode and click search and this system will return address to that postcode to simply add.

Save the Account

See Next > Create Job