HelpGetting started
Adding your first customer
A customer needs a name. Everything else (phone, email, address) is optional, but the email is what lets Fieldsmith send them an invoice, so add it if you have it.
Adding one
Open Customers and add a new one. Name is the only thing you have to fill in.
- Open Customers.
- Add a customer.
- Type their name, and their email and address if you have them.
- Save.
Why the email matters
Without an email address Fieldsmith can't send this customer an invoice, and it won't auto-send one when you finish their job either. It'll leave you a draft instead.
You can always add the email later and send from the invoice.
If you already have a customer list
If your customers are in a spreadsheet, you can bring them in that way instead of typing them one at a time.
Related
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