Add your first customer and site

Every job belongs to a customer and happens at one of their sites. A homeowner has one site, their home. A managing agent might have twenty.

Add the customer

1. Open Customers & sites and select New customer.
2. Enter the Name. Add an Account number, Billing email and Payment terms (days) if you have them.
3. Select Create.

If Sustainable ERP spots a customer with a similar name, postcode, email or phone, it shows them first so you don’t create a duplicate. Open the existing one, or choose Create anyway.

Add a site

1. On the customer’s page, open Sites and select Add site.
2. Enter the Site name and Address.
3. Add Access instructions and Hazards if there are any. Engineers see both before they start work.
4. Select Add site.

Add a contact

1. Open Contacts and select Add contact.
2. Enter their name, email and phone, then select Add contact.

The contact gets emails about their jobs: visit booked, engineer on the way, job report.

Got hundreds of customers in a spreadsheet? Import them instead.

Next

Log your first job