When you create a new task in Taskbird, you can attach it to a customer and a location so that your team knows where the task needs to be performed, as well as keep all your customers’ information in one place.
This is not a requirement, but a recommended step to help your team know where and to what customer that task is for, and to generally help you keep your tasks organized 😉
Note: only team owners can add customers to the account.
In order to attach a customer to a task, you need to add them first. This information must be filled manually, and your customers don't need to be using Taskbird in order to be added.
You can add customers in two ways: as you create a new task, or directly from the "Customers" screen.
➡️ To add a new customer as you create a task, tap on the "select customer" field. If you don't have any customers, the app will prompt you to add one.
As you tap it, the screen will show an option to "add your first customer".
Once you touch the option, you'll be able to start adding your customer's information, like in the screen shown below. The name field is required, while the email, phone number and photo are optional fields. If you tap on the "+Location" option, you'll be able to also add a Location that will be associated with this customer.
➡️ To add a new customer from the Customers screen, simply go to the "Customers" screen, and tap on the "Add your first customer option", or in the "+Customer" button.
Once you have added a customer, they will show up in the list of customers available for you to choose from as you add a new task:
And in the list of customers added on the Customers screen:
You can also edit your customer's information at any time by tapping on them in the Customers screen, and then on the Pencil icon located at the top right of the customer's information screen:
