How do I add Customers from the FieldTask Mobile App?

Learn how to create a new customer directly from the FieldTask Mobile App.

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

• The Create option from the bottom navigation bar
• The Customers page

Add a Customer from the Create Option

Once you are logged in to the FieldTask Mobile App, you will see the Create option as a '+' symbol on the bottom navigation bar.

• Tap the '+' icon.
• Select the option to add a customer.

Add a Customer from the Customers Page

You can also create a new customer directly from the Customers page.

To access the Customers page:

• Tap the side menu icon in the top left corner of the app.

• Select Customers to open the Customers page.

• Tap the Add option to create a new customer.

Customer Creation

Both methods will take you to the Customer Creation form.

Enter the following customer information:

• Customer Name
• Customer Email
• Customer Phone Number
• Once the required information has been entered, tap Add Customer.

Your new customer will then be added to FieldTask.

If you want to add a customer from the FieldTask Web App, follow this article.

❗ Please Note: Only Organization Owners and Admins can add new customers through the FieldTask Mobile App or Web App. Members cannot create customers unless their role is changed to Admin.