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
Plan/Package: Included with limited customer management and above.
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.
For a Business record, Business name and Customer type (Business, Fleet, Fleet management company, or Government) are both required. Location, Vocation, and Website are optional — with the CRM add-on, adding a website lets incoming customer emails auto-match to this record based on the sender's email domain.
For an Individual record, First name, Last name, and either an email address or a phone number are required. The record can't be saved without at least one email address or phone number.
Press Save to add the customer to your Customers list.
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.