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Creating Your First Customer

Customers are the foundation of your Setjob account.

How to Create a Customer

  1. Navigate to Customers

  2. Click Add Customer

  3. Enter the customer's details

  4. Save the record

You can store contact information, addresses, notes, documents, and job history for each customer.

Once created, you can start creating jobs, quotes, and invoices for that customer.

You can also import in Excel & CSV files

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