How to Create Customers on Tradify Web

Who can use this?

Platform: Web            Plan: Lite | Pro | Plus            Staff Permission: Settings

Understand how you can create Customers in both the Web

Creating Customers from the Job dashboard

You can create a customer from any Job, Quote and/or Invoice. To do so, simply click the + icon next to the customer field (as shown below).



Creating Customers in the Customer Dashboard

To create a new customer, head over to Customers > then select "New Customer".


Below is a list comprehensive list of what each field represents on the customer profile.

Please note there is a character limit of 100 for name and custom fields.

Important Note: Whenever a customer is added to a Job, Quote, and/or Invoice, Tradify will automatically populate the corresponding fields with the information input here. If you leave these blank, Tradify will use the company defaults (configured in your settings).

Customer Name - Name of the customer/company. This will be used on any related Job, Quote and/or Invoice.

Note: This is a mandatory field. You cannot save the customer profile without giving it a name.
Contact Name - Use this field if you have a primary contact for this customer/company.

Customer Information

  • Phone - Primary phone number.
  • Mobile - Primary mobile number.
  • Fax - Primary fax number.
  • Email Address - Primary email for the customer record. If you are not integrating with Xero you can enter multiple email addresses, separated by commas, limited to 50 characters.
  • Physical Address - Use this field to enter the physical address of the customer/company.
Note: Tradify will use the Physical Address as the default address on the Job.
  • Postal Address - Used this field to enter the postal address of the customer/company.

Financial Information

  • Pricing Level - Use to determine which pricing set to charge on this Job. For more information on setting up and configuring Pricing Levels, please see here.
  • Default Invoice Due Date - The date at which invoices associated with this customer will be due for payment.
  • Document Theme - This represents the invoice layout theme to use when printing or emailing this invoice to a customer. You can find out more about Document Themes here.
  • Tax - Select the tax rate that applies to this customer. If left blank, Tradify will assign the default tax rate. For more details on tax rates, please see here.

Custom Information

Custom #1 – #4 – Use these fields to add information specific to the customer that you wish to record on the job. For more information on setting up and configuring Custom fields, please see here.
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