Customers are at the heart of your PortaPro operations. Add your first customer to start scheduling jobs.
Creating a New Customer
Required Information
| Field | Description |
|---|---|
| Customer Name | Business or individual name |
| Primary Contact | Main point of contact |
| For invoices and portal access | |
| Phone | Primary contact number |
Optional Information
Adding Service Locations
Customers can have multiple service sites:
- Site name (e.g., "Main Office", "North Site")
- Street address
- City, State, ZIP
- Special instructions
- Status: the site's operational state. Leave it on Active unless the units aren't out yet
The State is pre-filled for you. It uses the customer's own state when their profile has one, and otherwise falls back to your organization's Default State (Settings → Company → Defaults for New Customers). It's only a suggestion: the field stays editable, so type over it for an out-of-state site, and once you pick a state nothing overwrites it.
Adding Contacts
Add multiple contacts per customer:
Inviting to Customer Portal
Give customers self-service access:
Using Demo Customers
Your trial includes sample customers: