> ## Documentation Index > Fetch the complete documentation index at: https://help.fieldpulse.com/llms.txt > Use this file to discover all available pages before exploring further. # How to Create a Customer > Add a customer record in FieldPulse from the web app or mobile so you can attach jobs, estimates, and invoices, and track where the account stands. > **Who uses this:** Roles with the **Create & edit Customers** permission — Admin, and Team Manager where it is configured; not Service Agent or Limited Agent. See [User Roles and Permissions Details](/settings/users-teams/user-roles). **Availability:** All regions. A customer record is where FieldPulse stores a customer's details, notes, and related records — jobs, estimates, invoices, and files — in one place. You need a customer record before you can create a job, estimate, or invoice for that customer, so creating the customer is the first step in [customer management](https://www.fieldpulse.com/features/customer-management). ## Overview You create a customer record from the **Customers** tab in the FieldPulse web app, or from three different starting points in the [FieldPulse mobile app](https://www.fieldpulse.com/features/mobile-app). Either way you set the account details, add the primary contact, enter the address, and save. You can also create a customer while you are creating a new job, estimate, or invoice. The customer record tracks where the customer stands with your business through a status — current customer, lead, opportunity, or lost customer — so your team can see who to follow up with. Once the record is saved, you can attach jobs, estimates, invoices, notes, and files to it and edit any part of it at any time. ## Before you begin * **Set up your lead sources** if you want to pick one while creating the customer. Lead sources are managed in **Company Settings** — see [How to Track Lead Sources](/customers/leads-pipeline/sources). * **Decide which pipeline statuses you use.** FieldPulse provides a set of pipeline statuses, and you can customize your own in **Company Settings** — see [Setting Up a Custom Sales Pipeline](/customers/leads-pipeline/sales). ## On web ### Create the customer record 1. Select **Customers** in the left menu. 2. Select **Create Customer** at the top right of the customer list. The Customers list in the FieldPulse web app with the Customers left-menu item and the green Create Customer button highlighted 3. Complete the **General** section of the new customer record. * **Status** — where the customer stands with your business. Update it as the relationship progresses. * **Account Type** — **Residential** or **Commercial**. * **Assigned To** — the user who owns this customer. Search or browse by team to select them. Any user in your company can be assigned, and each customer has one assigned user, so selecting someone new replaces the previous assignment. * **Lead Source** — where the customer came from, if you track one. * **Pipeline Status** — where the customer sits in your sales pipeline. Update it as the relationship progresses. * **Tax Exempt** — turn this on if the customer does not pay tax, so tax is applied appropriately on their estimates and invoices. The Create a new customer page with the General section highlighted, showing Status, Account Type, Assigned To, Lead Source, Pipeline Status, and the Tax Exempt toggle 4. Enter the **Primary Contact** details. FieldPulse recommends entering a first name, last name, email address, and phone number. 5. Select **Alternate Email** or **Alternate Phone** if that person has multiple email addresses or phone numbers, or **Additional Contact** to add another person to the record. The Primary Contact section highlighted, with First Name marked required, Last Name, Email, and Phone fields, and the Alternate Email, Alternate Phone, and Additional Contact links When you enter an email address, make sure the domain is lowercase. 6. Enter the customer's address in the **Address** section. If you do not have a street address, enter GPS coordinates directly into **Address Line 1**. 7. Turn on **Use Separate Billing Address** if the service address and the billing address are different. Select **Additional Location** to add another address, and name each additional location to keep them organized. The Address section highlighted, with Address Line 1 and 2, City, State, Zip Code, the Use Separate Billing Address toggle, and the Additional Location link 8. Add **Tags** to sort the customer by trade, service, or category. Type a tag and press Enter to save it — see [How to Tag and Sort Customers](/customers/managing-customers/tagging-sorting). The Tags section of the new customer record highlighted, with the Add Tags field 9. Add **Notes** and attach **Files** at the bottom of the record. Notes are internal — your customer never sees them. The Notes, Job Notes, and Files tabs at the bottom of the customer record, with the Notes tab open and its text box empty 10. Select **Save Customer**. You can edit everything on the record later. On a saved customer record, select **Edit** to change the profile or **Actions** to run an action against it. The menu at the top of the record is where you add notes and comments, attach files, and create jobs, estimates, and invoices for that customer. A saved customer record showing the Info panel, the Workflow panel with Assigned To, Pipeline Status and tags, the Additional Contacts panel, and the Create Job, Create Quote, Actions, and Edit buttons