Help Center›Customers & Projects
How do I create a customer and project?
For office teams · Updated September 21, 2026
Use this when a new customer or new claim needs to be entered before scheduling work.
Steps
- Open Customers from the sidebar.
- Select + New Customer.
- Complete the Customer steps: Customer Type, Customer Info, Additional Contacts, and Customer Notes.
- Continue into the Project Workspace steps: People on this claim, Property Information, Temporary Address if the customer is displaced, Claim Setup, and Account Team.
- Save. The customer and their first project are created together.
Best practice
Keep identity, contact information, and property address on the customer. Put claim-specific details such as claim number, loss details, site access, and adjusters on the project so they travel to scheduling, mobile, and billing.
Before you schedule
Confirm the routing address shows coordinates. If the lookup did not run or failed, use Check now or correct the address before dispatching crews.