Skip to main content

Create a customer

Create a customer record so your team can save contact information, locations, jobs, estimates, invoices, and communications in one place.

Last verified July 22, 2026 · Nexus web app

Before you begin​

Have the customer's name, billing address, and at least one phone number available. You can add email addresses and a separate service location at the same time.

Open the customer form​

You can start from either of these places:

  • Click Customers, then click New Customer.
  • Click New Job, then click New Customer above the customer search.

The Customers page with the New Customer button in the upper-right corner.

Use the Customers page when you are adding a record before a call is ready to be booked.

Enter customer information​

  1. Enter the customer's First Name and Last Name.
  2. If the customer represents a business, enter the Company Name.
  3. Start typing the billing address and choose the correct result.
  4. If the address is not found, click Enter manually and complete the address fields.
  5. Choose Residential or Commercial.
  6. Add customer tags when they will help your team search, route, or report on the account.

The Create New Customer panel showing customer information, phone numbers, email addresses, and service-address choices.

Required fields are marked with an asterisk. The form stays open until the required customer and address information is complete.

Add phone numbers​

  1. Enter the first phone number.
  2. Choose the number type, such as mobile, home, or work.
  3. Add a memo when the team needs context, such as “property manager.”
  4. Leave Send job notifications on if this contact should receive job updates.
  5. Click Add Phone to save another number.

At least one phone number is required.

Add email addresses​

  1. Enter the email address.
  2. Add a memo when needed.
  3. Leave Send job notifications on if this address should receive job updates.
  4. Click Add Email to save another address.

An email address is optional, but it must be complete and valid when entered.

Choose the service address​

  • Choose Same as Billing when work normally happens at the billing address.
  • Choose Different than Billing to enter a separate service location.

If you choose a different address, enter a clear location name and the service address. You can add more locations later from the customer record.

Save the customer​

  1. Review the contact and address information.
  2. Click Create Customer.

Nexus opens the new record. If you started from New Job, the new customer is selected on the job form so you can continue booking.

Troubleshooting​

Create Customer does not finish​

Check every field marked with an asterisk. Also confirm at least one phone number is present and any email address is valid.

The address search does not find the location​

Click Enter manually and enter the street, city, state, and ZIP code.

The customer already exists​

Cancel the form and search by name, phone number, email address, and address. Open the existing record instead of creating a duplicate.

Last updated on