Adding a new customer in the Cents employee app can be done quickly and efficiently through two different methods. Follow these steps to add a new customer either from the “Contacts” tab or the “New Service Order” or “New Product Sale” tabs:
Method 1: From the Contacts Tab
Access the 3-Line Menu
Press on the 3-line menu on the top left of the screen.
Navigate to Customers
Press on “Customers” to access the customer management section.
Add a New Customer
Press the “+” arrow to start adding a new customer.
Enter Customer Details
Enter the customer’s first name, last name, and phone number (required).
Adding an email is optional.
Select the customer’s language preference.
Save the Customer
Press “Save” to store the new customer information.
Method 2: From the New Service Order or New Product Sale Tabs
Select the Appropriate Tab
Press on either the “New Service Order” or “New Product Sale” tab.
Search by Phone Number
Press “Search by Phone #”
Add a New Customer
Press the “+” button to add a new customer.
Enter Customer Details
Enter the customer’s first name, last name, and phone number (required).
Adding an email is optional.
Select the customer’s language preference.
Save the Customer
Press “Save” to store the new customer information.
By following these steps, you can easily add a new customer to the Cents employee app, ensuring all necessary information is captured. If you encounter any issues, reach out to our support team for assistance.