> ## Documentation Index
> Fetch the complete documentation index at: https://helpdocs.servinix.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Add a customer

> Create a new customer record in Servinix from the portal, including contact details, primary site, billing info, and custom fields for service history.

# 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.

## 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.

## 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.

## 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.

## 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.

## Related

* [Search and view customers](/field-service-management/customers/search-and-view-customers)
* [Manage customer sites](/field-service-management/customers/manage-customer-sites)
* [Contact a customer from the app](/field-service-management/customers/customer-contact-actions)
* [Send an estimate to a customer](/field-service-management/quotes-and-invoicing/send-an-estimate-to-a-customer)