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How to Create A New Customer 👤

This article shows you how to create a new customer in EasyTruckShop so you can assign work orders, and track service history.

Derek Batishev avatar
Written by Derek Batishev
Updated over 3 months ago

Step 1: Go to ‘Customers’ Page

Click ‘Customers’ on the menu dashboard and select the ‘Companies’ tab.

Step 2: Create ‘New Customer’

Click ‘New Customer’ tab to create new customer.

Step 3: Input Customer Info

  • Input customer info along with contact information.

  • Company Name, Email, and Phone number are required.

  • Mark if the customer is Tax exempt or input tax rate.

Step 4: Save Customer

  • Click 'Save' and now you're done creating your New Customer

Bonus: Edit Customers With the 'Edit' Feature

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