Adding Your First Customer
Learn how to add customers to Scheduling Hero. The 2-step process captures address first (for route planning), then contact details.
Open the Customers screen
Tap 'More' in the bottom navigation, then tap 'Customers' to view your customer list.
Tap the + button
Tap the + button in the top-right corner to start adding a new customer. You'll see a 2-step form: Address first, then Contact details.
Step 1: Enter the address
You have two options: search for an address (type and select from suggestions) or enter it manually. You can also tap 'Use current location' if you're at the customer's property.
Search or enter manually
When online, address search finds addresses as you type. If you can't find the address, tap 'Enter manually' to type the street, town/city, and postcode yourself. Offline, manual entry is always available.
Tap Next
Once you've entered the address, tap the 'Next' button to continue to the contact details. The address must include street, town/city, and postcode.
Step 2: Add contact details
Enter the customer's name, phone number, and email address. You can also add notes about access instructions or preferences.
Save the customer
Tap 'Continue' to save the customer, or 'Skip for now' if you want to add contact details later. The customer will appear in your list ready for you to add jobs.
What's next?
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