How to add a Customer to FieldEdge

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Build your customer list with FieldEdge. Learn how.

Detailed Steps

1. On the FieldEdge home screen, click on Customers.

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2. In the top right of the Customers screen, click Add Customer.

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3. Enter customer information.

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  • As you enter customer information, Suggested Customer column will populate on the right.
  • If the same customer appears in the Suggested Customer column, click the Customer.

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  • After selecting the customer, click the Use Selected button to confirm the suggestion.

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4. If the customer does not appear in the Suggested Customer column, click the Create button in the top right.

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