Step 1: Access the Create Form
Click on the Three-Line Sidebar menu (top left).
Click the green (+) Create New button.
Select Customer from the menu.
The "Add New Customer" sidebar form will appear.
Step 2: Customer Details & Types
First, enter the customer's First Name and Last Name.
Setting the Customer Type (Mandatory) You must select a Customer Type (e.g., Homeowner, Business, VIP).
Why is this important? Customer Types allow you to group clients together. Later, when sending a Marketing Campaign, you can select a specific "Type" to send a bulk message to everyone in that group instantly.
Custom Types: If the default options don't fit, click + Add new customer type in the dropdown to create your own immediately.
Step 3: Contact Information & SMS Permissions
Enter the Email and Phone Number. You can add multiple emails by separating them with a comma.
Tip 1: You will see a toggle labeled "Send text notification." You must turn this ON if you want to use Two-Way SMS with this client. If this toggle is off, the system will block text messages to this number.
Tip 2: The email address you enter here will automatically become the username for the customer's Client Hub login.
Step 4: Address Setup
Primary Address: Start typing the address. WIZniche uses Google Autocomplete, so you can simply click the correct location from the list to auto-fill the fields.
Billing Address: If the billing address is the same as the job site, simply click the "Same as primary address" toggle to save time.
Step 5: Save
Once all information is entered, click Save at the bottom of the form.
Need more help?
We are here to assist you! Reach out to us at [email protected] or click the Blue WIZchat Messenger icon in the bottom corner of your screen to chat with our team live