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Customers

How to create a customer

Add a new customer with contact details, address, source, and internal notes so you can use that customer later on jobs, quotes, invoices, and follow-ups.

Updated

For: Owner, Admin

Before You Start

  • Confirm the customer is not already in Customers.
  • Have the main name, phone, email, and address ready.
  • Use normal business terms such as roofing, HVAC, gutters, or exterior painting when you describe work context in internal notes.
  • Do not save sensitive information your team does not need to run the job.

1. Open New Customer

  1. Go to Customers.
  2. Click New customer or open the matching action from the list.
  3. Confirm you are on the New customer screen.
New customer form in IMPULSO in English

The screen lets you choose Person or Company and add contact details, address, source, and notes.

2. Choose Person or Company

  1. Choose Person when you are adding an individual contact.
  2. Choose Company when the customer is a business.
  3. Complete the required name before saving.
Required name For Person records, First name is required. Do not try to save the customer without that value.

3. Add Contact and Address

  1. Enter first name and, when useful, last name.
  2. Add phone and email so your team can reach the customer.
  3. Complete the address with street, city, state, and ZIP code.
  4. Use the unit or suite field only when it applies.
New customer form with realistic customer data in Dallas

This example uses a residential customer in Dallas interested in a roofing inspection and gutter repair.

4. Review Source and Notes

  • Source helps you know whether the customer came from a referral, Google, social media, website, or another channel.
  • Notes are internal. Use them for work context, preferences, or follow-up details your team needs to remember.
  • Avoid passwords, full banking details, or information that is not necessary.

5. Save or Cancel

  1. Review name, contact details, and address.
  2. Click Save when you want to create the customer.
  3. Click Cancel if you do not want to keep the form.

After the customer is created, you can use that customer when preparing jobs, quotes, invoices, and follow-ups.

6. States and Controls You May See

These states help you understand what happened with the customer record or what information is missing.

Saved

Meaning: IMPULSO accepted the new customer. Where it appears: after saving. Next step: open the profile or create the related job, quote, or follow-up. It does not mean: a message was sent to the customer.

Error

Meaning: the customer could not be created. Where it appears: near the form or as an on-screen notice. Next step: check required fields and email format. It does not mean: there is always a duplicate customer.

No address

Meaning: the customer may not have a main address saved. Where it appears: in lists or profiles when that detail is missing. Next step: add an address if you need visits or complete documents. It does not mean: the customer is permanently incomplete.

Converted lead

Meaning: the customer came from a converted lead. Where it appears: when the customer is connected to a My Page request. Next step: review the profile and create the next document or job. It does not mean: the customer has already accepted a quote.

7. If You Cannot Create the Customer

  • Confirm the required First name field has a value.
  • Check that the email uses a valid format.
  • If the address is not ready, you can create the customer and complete it later if your process allows it.
  • If you think the customer already exists, return to the list and search before creating another record.