I. Create a Customer

Time to complete: 5-10 minutes

This section is geared toward a customer service representative who is in charge of creating customers, job records, and dispatching.

Create a customer record

Don't want to read? Watch this video! 

If a new customer requests you to complete work for him/her, you will first need to create a record for this customer. To do this, login to the web version of ServiceBridge, click on the Universal Add Button, and select Customer.

A window will open for you to enter customer information. After filling this out, click save.

Here, I am creating a new customer—Chicago Cultural Center—by entering a location and primary contact information. 

This customer is now a record in ServiceBridge, and you can find it by searching in the search bar, or looking through your list of customers on the left side of the home screen.

Read on to learn how to create an estimate

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