Open Add Customer
Create a customer and first property from the dedicated form.
Before you start
- •Sign in to the Hub with access to this workspace.
You will finish with
- •You can explain what Open Add Customer is for and choose the correct next action.
Safety and data checks
- • Stop if any possible duplicate appears; open the existing record and add a property there instead.
Complete the task
- 1Navigate
Open Open Add Customer
Use the Hub navigation to open Open Add Customer. Do not begin from a bookmarked record until you can identify this workspace in the normal menu.
Expected resultOpen Add Customer is open and its page heading is visible.
- 2Review
Understand what belongs here
Add Customer creates the shared identity and property used by estimates, tickets, visits, and alarm work. Use this distinction to avoid creating the same work in a neighbouring workspace.
- 3Verify
Read the current state first
Gather the customer identity, reliable contact information, service address, and property type before typing. Read the customer, owner, date, and status before opening or changing a record.
- 4Review
Choose the correct action
Complete the customer section and first property, then review the duplicate warning before saving. Open the specific record and confirm its history before saving, sending, assigning, or completing anything.
- 5Verify
Confirm the safe stopping point
Stop if any possible duplicate appears; open the existing record and add a property there instead. This orientation ends before any irreversible or customer-facing submission.
Stop if any possible duplicate appears; open the existing record and add a property there instead.Expected resultYou know what must be verified before the final action.
If something does not look right
The page or action is not visible.
Confirm your role and Navigation & Access settings, then ask a Super Admin if the feature is disabled.