Frequently asked questions and support documentation for Workshop Software

How to Create a Customer

How to Create a Customer ?

How to Create a Customer ?
1. Click on ‘Customer’ from the list of options on the left hand side of the screen having Dashboard.

Create a Customer

2. Click on the ‘+’ icon at the far right bar and then Click on “New Customer” from the dropdown menu and enter the customer details.

New Customer Selection

➔ Select Individual or Company
➔ Enter First Name & Last Name – Required
➔ Phone numbers
➔ Email ID
➔ Address details
➔ Once all the details are entered click on the ‘Save’ button

Change The Company