Customers are at the heart of your PortaPro operations. Add your first customer to start scheduling jobs.
Creating a New Customer
Required Information
| Field | Description |
|-------|-------------|
| Customer Name | Business or individual name |
| Primary Contact | Main point of contact |
| Email | For invoices and portal access |
| Phone | Primary contact number |
Optional Information
Adding Service Locations
Customers can have multiple service sites:
- Location name (e.g., "Main Office", "North Site")
- Street address
- City, State, ZIP
- Special instructions
Adding Contacts
Add multiple contacts per customer:
Inviting to Customer Portal
Give customers self-service access:
Using Demo Customers
Your trial includes sample customers: