Add a customer

Written by the Jobivo team · Updated 28 Sept 2026 1 min read

In this article (4)

Name them, then the person you actually ring
Let the address finder do the typing
Set their terms once
Or create them mid-job

A customer is who the work is for and who gets billed. Everything else hangs off them — jobs, quotes, invoices and what they owe you. Add one from Customers → New customer, or create one mid-flow without losing your place.

Name them, then the person you actually ring#

Customer name is the only thing you have to fill in — the business or household you invoice. Contact name, phone and email are the human you deal with, and they're what the app uses when it emails a quote or an invoice.

Customer name *

Harper & Sons

Contact name

Dan Harper

Phone

01543 000000

dan@example.co.uk

Let the address finder do the typing#

Start typing the street in Street addressand pick from the list — city, county and post code fill themselves in, and the exact spot is saved with it. That's what drops the pin on the job's location map, so whoever is going knows where they're going. Nothing found? Type the fields in by hand; it works the same.

Street address

Start typing an address…

Rugeley Road, Hednesford

Cannock · WS12

Pick one and city, county and post code fill themselves in.

Set their terms once#

Currency, payment terms and whether they're VAT registeredbecome the defaults on every quote and invoice you raise for them. Set them here and you stop re-deciding on each document — a 30-day customer's invoices land with the right due date automatically.

Currency

GBP £

Payment terms (days)

VAT registered

Yes

Or create them mid-job#

You don't have to come here first. On a new job or quote, type a name the app doesn't recognise and create it on the spot — the customer is made with just a name, and you fill in the address and terms whenever you get them.

Customer

Harper

＋ Create “Harper”Enter

Straight from the job or quote — fill in the rest of their details later.

Tip — one customer, many addresses? Put the billing address on the customer and the working address on each job — the job's address is what appears on the schedule and on site.

Add the person or business you work for, with their address and payment terms, ready to quote or book a job.

What a customer is

A customer is the person or business you quote, do the work for and invoice. Every job, quote and invoice belongs to one.

A customer needs a name and nothing else. An address, a phone number and an email make the record more useful: the address becomes their first site, and the email is where quotes and invoices are sent.

Payment terms set on the customer are used on their invoices, so you set them once.

Where to start

Open the menu with the three-line button at the top left and tap Customers. It sits under Sales. On the Customers list, tap the plus button at the top right. New customer opens.

The menu open, showing the Sales section with Quotes, Invoices, Price book and Customers — Customers in the menu, then the plus button on the list.

The Customers list with a few customers including Oakfield Property Services — Customers in the menu, then the plus button on the list.

With no customers yet, the empty list shows an Add customer button that opens the same form.

Enter the name and contact details

Type the customer's name in Name. It can be a person or a business. This is the only field the form insists on.

Add a Phone number and an Email if you have them.

The New customer form with Name filled in as Oakfield Property Services, plus a phone number and a made-up email

Find the address

Under Address, start typing the address or postcode in the search field. Matching addresses appear underneath. Tap the right one. The address is shown on one line with a map under it.

Check it against what the customer gave you. A search can find the street without the house number. Tap the pencil beside the address to correct it. To type the whole address yourself without searching, tap Enter the address manually.

The New customer form with a postcode typed into the Address search field and a list of matching addresses below it — Search for the address, then check it.

The New customer form after an address is picked, showing the address on one line with a map under it — Search for the address, then check it.

This address is also saved as the customer's first site, so a job for them has somewhere to go straight away.

Set payment terms and tax details

Additional details is optional. Contact name is who to ask for at a business.

Tap Payment terms to choose Company default, On receipt, 7 days, 14 days, 30 days or Other. With Other, type the number in Days to pay.

Switch on VAT registered or CIS contractor if they apply to this customer. Notes are seen only by your team.

The New customer form scrolled to Additional details, with the Payment terms menu open showing Company default, 7 days, 14 days, 30 days, On receipt and Other

Add the customer

Tap Add customer at the bottom of the screen. If the name is missing, or an address was started and not finished, the form shows you where.

The filled New customer form for Oakfield Property Services — Add customer, and the customer page that opens.

The new customer's page for Oakfield Property Services just after saving, with the 'Oakfield Property Services added' message showing and New quote and New job at the bottom. No ring — Add customer, and the customer page that opens.

After the customer is added

The customer's own page opens, with a message confirming they were added. New quote and New job at the bottom start either one with this customer already filled in.

Tap Edit at the top to change anything later. The edit form also has Currency, and a Sites section for adding more addresses.

You can also add a customer while creating a job. In the job's customer search, tap New customer.

More in Customers & sites →

See what else Customers can do. Still stuck? Email support@jobivo.co.uk and we'll get back to you.