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Create a customer

Last updated July 23, 2026

Create a customer when you need one place for the customer’s contact information, locations, jobs, estimates, invoices, and communications.

Common uses​

  • Add a customer before booking their first appointment.
  • Save a new caller without leaving New Job.
  • Record separate billing and service addresses.
  • Add the phone numbers and email addresses that should receive job updates.

Before you begin​

Have the customer’s name, billing address, and at least one phone number ready. An email address is optional. You need permission to manage customers.

Open Create New Customer​

Use either path:

  • Go to Customers in the main navigation, then click New Customer.
  • Go to New Job, then click New Customer above Customer Selection.

Open New Customer from the customer directory or while booking work.

Enter the customer information​

  1. In Create New Customer, enter First Name and Last Name.
  2. Enter Company Name when the customer represents a business.
  3. Start typing the billing address, then choose the correct suggestion.
  4. If the address is not found, click Enter manually and complete the address fields.
  5. Choose Residential or Commercial.
  6. Add any customer tags your team uses for searching or reporting.
  7. Under phone numbers, enter the number and choose its type.
  8. Leave Send job notifications selected when that number should receive updates.
  9. Add an email address and leave Send job notifications selected when appropriate.
  10. Choose Same as Billing or Different than Billing for the first service address.
  11. Click Create Customer.

Required fields are marked in the panel. Review notification choices before saving.

If the customer has more than one work site, finish creating the record and then add another service location.

What happens next​

Nexus opens or refreshes the customer record. When you create the customer from New Job, the new customer is selected automatically so you can continue with customer and location selection.

Troubleshooting​

Create Customer does not finish​

Complete every required field and make sure at least one phone number is present. Remove incomplete optional email or address entries, then try again.

The address is not suggested​

Click Enter manually, then enter the street, city, state or province, postal code, and country.

The customer may already exist​

Cancel the panel and search Customers by name, phone, email, company, or address. Use the existing record instead, or review how to merge duplicate customers.