How do I add a customer?

1. On the dashboard, tap New Customer.
2. Enter their name (the only required field), plus phone, email, and address if you have them.
3. Tap Save (on desktop the button reads Save & Open).

Site-specific details like the gate code, lockbox number, where to park, and a note about the dog live on the customer's Site, not the customer form. Add a Site to the customer, then fill in Property Access Code and Notes there.

Now the customer, their sites, and their history are all in one place.