Learn how to add customers and job addresses in the GES mobile app. Enter name, phone, and email to create a customer, import contacts from your phone, then set up multiple job addresses linked to that customer for organizing work locations.
By the end of this video, you'll know how to add a customer and job address using the mobile app. Open the app and tap "Customers" from the home screen. Tap "Add New Customer" at the bottom. Enter the customer's details, scroll down, and tap "Save." Adding a phone number allows you to use the quick call feature in the app, and adding an email lets you send reminders and records directly to the customer. If the customer is already saved in your phone's contacts, tap the import icon in the top right to pull their details automatically. Just review them and tap Save. When creating a job, you'll also need a job address. To add one, go back to the Home screen, tap Job Addresses, and then Add New Job Address. Select the customer the address belongs to. If they haven't been added yet, you can create a new customer from this screen. You can copy the customer's address if it's the same, or enter a different job address if needed. Add any notes, then tap Save. You can store multiple job addresses under one customer, keeping everything organized in one place. If you need to import an existing customer database, just contact our team and we'll help you do so. That's it! Your customer and job address are saved and ready to use when creating jobs.
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