Before you can create an Estimate, Job, or Invoice, you'll need to create a Customer record in your mHelpDesk account.
Simply follow these steps:
- Click on People > Customers on the left-hand side of your dashboard.
- Click on the blue +Add Customer button.
- Fill in as many details as you need. The Name field is the only one that is required in order to create your new Customer.
Your Customer's profile page can be accessed by clicking on People > Customers, or by using the Search bar at the top right-hand side of your account.
This profile contains the full history of your Customer, including all created Jobs, Estimates, Invoices, Payments, and more!