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Add a customer

Create a new customer record in the Servinix portal so you can schedule jobs, send estimates, and track service history for that customer.

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Before you start

  • You need access to the Servinix portal. Sign in and navigate to the Customer page.
  • Customer creation is a portal-only action. The Servinix mobile app supports searching and viewing existing customers but does not include an inline create flow.

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Steps

  1. In the left navigation, click Customer.
  2. Click New customer.
  3. Fill in the customer’s details. The fields confirmed in the portal include:
    • Name — the customer’s full name or company name
    • Email — contact email address
    • Phone — contact phone number
    • Industry — for example, Residential
    • Type — for example, company
    • Billing address — street, unit, city, state, and zip code
  4. Save the new record.
Portal verification gap: The customer-creation form fields were not directly captured in a dedicated form sub-route. The fields listed above are inferred from the detail view present in route--customer.json (portal capture) and the V1Customer type definition in the mobile app (customer.ts). A follow-up portal capture of the creation form would confirm field names, required vs. optional status, and any dropdown options.

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Result / verify

After saving, the customer record appears in the customer list. Open the record and confirm the General tab shows the name, email, phone, industry, status, and billing address you entered. The Sites tab will show 0 sites until you add a service location.

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Troubleshooting

“New customer” button is not visible. Your role may not include customer-creation permissions. Contact your account administrator to check your role settings under Settings → Roles. Required field error on save. Ensure Name, Email, and Phone are filled in. These fields are required to save a customer record.