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ForumSupport: Desktop questionsAdding a customer without adding …

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Adding a customer without adding a job

#1 · 11 January 2023, 3:21 pm

Is there a way to add a customer without adding a job?

Initially, we did a couple of jobs where the engineer selected us rather than the customer. So I wanted to set up a new customer then allocate them to the job. Is that possible?

Thanks

#2 · 11 January 2023, 3:22 pm

Yes, you can do this by using the Connections Icon in the top right hand-side of the screen then selecting New customer.

Here is a guide link which provides more information https://www.okappy.com/support-article/connecting-to-customers-or-subcontractors/

Thanks

Joe