JobPro Customer Knowledge Base

Adding New Customers

There are two different ways New Customers can be added. The first way a new customer can be added is through adding a new Datasheet. For more information on datasheets and how they are used click the following link>> Datasheets

The Second way to add a new Customer is through the ‘Add Dropdown

  1. To begin, navigate to the ‘Add Dropdown’ on the main menu and click ‘Customer

image-20250303-161222.png
  1. This will take you to a new screen that allows you to enter your new customer’s information. When you have finished entering everything you have, click ‘Add Customer

    image-20250303-161258.png
  2. Clicking ‘Add Customer’ will then take you to your new customer’s page.