How do I add a new customer?

There are a few ways to add a new customer.

1. From the Main Menu, click 'Add New Project'. This is the most common way, as typically you'll be creating a new project for that customer at the same time. This Option is available whatever screen you're currently on.
2. From the Main Menu, click 'Add New Customer'. This Option is available whatever screen you're currently on. You can create a new project for that new customer at any later stage.
3. From the Customer List, Click 'Add New Customer'.

Then enter the customer details and address.

1. Clicking 'Add New Project' from the main menu

1.1. Click 'Projects' in the upper menu

1.2. Click 'Add New Project'

2. Clicking 'Add New Customer' from the main menu

2.1. Click 'Customers' in the upper menu

2.2. Click 'Add New Customer'

3. Clicking 'Add New Customer' from the Customers List

Orientation: How do I find the Customer List?

3.1. Click on the '+New Customer' Button

Then enter in your customer's details and address

1. Enter in your customer's details.
2. Start entering your customers address. If you have location services enabled, then PVsell will autorecognise the address as you type.
3. Select  your customer's address from the list, or enter their address details in full.
4. Click 'Create Customer' (or enter the project title if you're creating a customer as part of creating a new project).

When prompted, Allow 'Know your location' to enable address auto complete functionality.This will save you time by enabling address recognition as you type

Can't find the address? No problem!

If you aren't able to find the address of the site, due to the address not being indexed yet by Google, you have the ability to input GPS coordinates. Learn how to do that here: What can I do if I can't find the address of the site?