How to Add Customers in WIZniche Mobile

Follow these steps to add a new customer to your WIZniche account using the mobile app.

Enter the required details:

Tap the dropdown under Customer Type and choose the appropriate type from the list (e.g., Business, Buyer, Contractor, etc).

If you choose Business, additional fields will appear:

The Tags section allows you to add, remove, or create labels that help categorize your customers.

Tap Additional Details to input:

Under Address Details, input the customer's Primary Address:

Start typing in the Address field to search via Google autocomplete.

Once selected, the system will automatically populate the City, State, and Zip Code.

You can also enter the address manually if needed.

Use the Same as Primary toggle to mark the Billing Address as the same as the primary address or input a separate one.

At the bottom of the form, toggle Send text notifications if you'd like the customer to receive updates via SMS.

Once all required fields are complete, tap the green Save button at the bottom.

That’s it! Your new customer will now appear in the Customers list and is ready to be linked with quotes, invoices, properties, or messages.