How to Add a New Customer in Mobile App?

Think of the Customer as the central data level in Caction – it's the most important piece of information! Everything else you create, like your projects, jobs, and digital forms, must be linked to a specific customer. You will not be able start a new project or job without first having a customer in the system.

This page will guide you, step by step, on how to add a new customer into Caction.

Note: Depending on how your Caction system is set up, you might see "Customer" called something else, like "Site," "Outlet" or "Company." 

From Customer List

1. At the mobile app’s navigation bar, go to Customer.

   

2. Click on the “+” button to add new customer.
   *Note: If you do not see the “+” button, you may need to request permission or help from your Admin to register new Customer.

   

3. Fill out the details of the new Customer. Available fields may differ depending on your company’s system setup.

   Field Name	Description
   Category*	Classifies the customer based on their type.
   Status*	Indicates the current status of the customer.
   Company Name*	The official name of the customer’s company.
   Customer Name	The full name of the customer contact person.
   Phone	The customer’s contact phone number.
   Email Address	The customer’s email address.
   Address	The physical address of the customer.
   Assigned User	The user responsible for managing this customer.
   Asset	Any asset registered in the system associated with the customer.

   *Note: Fields marked with an asterisk ( * ) are required.

   

4. Click on the “Save” button to save the customer.

   

5. The new customer is added successfully when this prompt appears.

   

   
   
   

From Job Creation Page

1. At the mobile app’s navigation bar, go to Schedule.

   

2. Click on the “+” button to create new job.
   *Note: If you do not see the “+” button, you may need to request permission or help from your Admin to register new job.

   

3. Select the job category.

   

4. Click on the “+” button to select customer for the job.

   

5. Click “+” to add new customer.

   

6. Fill out the details of the new Customer. Available fields may differ depending on your company’s system setup.

   Field Name	Description
   Category*	Classifies the customer based on their type.
   Status*	Indicates the current status of the customer.
   Company Name*	The official name of the customer’s company.
   Customer Name	The full name of the customer contact person.
   Phone	The customer’s contact phone number.
   Email Address	The customer’s email address.
   Address	The physical address of the customer.
   Assigned User	The user responsible for managing this customer.
   Asset	Any asset registered in the system associated with the customer.

   *Note: Fields marked with an asterisk ( * ) are required.

   

7. Click on the “Save” button to save the customer.

   

8. The new customer is added successfully when this prompt appears. You may continue with creating a new Job

   

 

Related Articles

• How to Add a New Job in Mobile App?
• How to Add a New Project in Mobile App?
• How to Add a New Asset in Mobile App?
• How to Use Job Schedule Page in Mobile App?