Creating customer accounts manually
See the video below for instructions on creating customers manually on the desktop version of GorillaDesk:
See the video below for instructions on creating a new customer on the mobile app:
---
After signing up for a plan with GorillaDesk, one of the first things you will want to do is add your customers. Though we do provide the ability to import your customer list as a .CSV file, you may also add your customers into the system manually.
To add customers manually:
Click Add New at the top of your account
Click New Customer
Fill out your customer information accordingly
Click Save
You will also have the option to Save & View Customer on Map
The address will appear as a blue star on the map for 24 minutes or until you've logged out and logged back in.
If you would like to create a job for the customer right away, you can Save & create a new job.
