How to add a customer in JobSheet

Steps

1. Sign in to your workspace.
2. Open Customers.
3. Choose Add customer (or + Company for a UK organisation).
4. For a person: enter name, email, phone, and invoice address on one line if needed. Save.
5. For a UK company: see Import a company from Companies House for the full import flow.
6. Open the customer profile from the directory to add job sheets, notes, or attachments.

Tips

• Link a person to an organisation customer when they work for a Ltd client you already hold.
• Invoice address on the profile is used on quotes and invoices later.

Related guides

• Import a company from Companies House
• Create a job sheet