Add a business customer when a commercial account needs its own record — so contacts, locations, fleet, and deals stay tied to the company, not scattered across individual names.
Before You Start
In order to add or edit customers you need to have Edit Customers permissions. Contact your account Admin to get permissions if you don't already.
Steps to Add a Customer
There are 3 ways to get started adding customers
Using the Create button at the top of the application on desktop or the "+" on mobile
Use the keyboard shortcut command+U
In the left navigation, under Management, click Customers
From either of those spots the Add Customer will pop up where you can
Confirm the Business tab is selected (it is the default). Use Individual only when the customer is a person, not a company.
Fill in Business name (required), choose a Customer type if needed (Business, Fleet, Fleet management company, or Government), optionally set Vocation, and enter a Website (required — include http:// or https://). (Note: this helps keep your CRM from having many duplicates)
For individuals you can input the
Contacts name
Phone
Email
Press Save to have the Customer added into your CRM
Conclusion
Your business customer is ready. Next, add contacts and locations so outreach and delivery details stay on the same account.
For additional questions or assistance, you can always chat with us for a fast response. If your plan includes Customer Success Manager support, you may also reach out to your CSM directly, or visit https://www.worktrucksolutions.com/contact-us for more options.