How do I add Customers from the FieldTask Mobile App?

You can add a new Customer from two places in the Mobile App:

• The Create Option from the Bottom Bar
• The Customer Page

The Create Option from the Bottom Bar

Once logged in, you will see the option as a ‘+’ symbol on the bottom bar.

When you tap it, the option to add a customer will show.

The Customer Page

Tap the side menu option on the top left.

Choose Customers to open the Customer Page.

Here, click the option to add.

Customer Creation

Both options will take you to the Customer Creation form. Provide the:

• Customer Name
• Customer Email
• Customer Phone Number

And Click Add Customer.

Your Customer will be added.

N.b. Only the Organization Owner and Admin can add new Customers with the Mobile App.