Follow the steps below to add an HVAC customer.
Step 1: From the main menu, go to the “Customers” tab and click “New Customer”.
Step 2: Enter the customer’s address, first and last name, email and phone number.
Step 3: Select “HVAC” from the “Job Type” dropdown.
Step 4: Click “Create customer”.
Note: You can view your existing HVAC customers using the “HVAC” filter in the “Customers” tab.
