Add your first customer

Add a customer with contact details, address, and notes — the record every job, quote, and invoice hangs off.

Updated Jul 30, 2026

Everything in FieldOps ties back to a customer record: jobs, quotes, invoices, payments, and the client hub link you can share with them.

1Open Customers and click Add Customer.
2Enter their name and at least one way to reach them — phone or email. Email matters if you want them to receive quotes and invoices online.
3Add the service address. If they have several locations, add each one as a property on their profile — jobs can be pinned to a specific property.
4Use tags and notes for anything the crew should know (gate codes, dogs, preferred hours).

Switching from Jobber or Housecall Pro? Don't type your list by hand — the import wizard takes their CSV exports, shows a dry run first, and can be undone in one click.

Next: create your first job for this customer.

Set up your companyCreate your account, pick your trade, and finish your company settings so everything else has the right defaults.Create your first jobCreate a job, set its price, schedule it, and assign a tech — in FieldOps the job is where the money starts.

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Add your first customer

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