A Customer in AgileField is any person or company where you provide a product or service. Customers can include companies, accounts, clients, people, etc. In AgileField, a Customer is selected for each Job to indicate where the work will be performed.
Create a New Customer
To enter a new Customer in the Control Tower, follow the steps below:
1. From the Control Tower, select the Customers drop down.
2. Select New Customer.
3. A new Customer Profile tab displays.
4. Input all required fields for a Customer:
- Account Number (unique identifier)
- First Name
- Last Name
- Customer Type
- Address 1
5. Select Save.