Adding a new customer to your CleanCloud database is quick and simple. Follow the steps below to create a new customer profile.
How to Add a New Customer
Open the New Order Page
Click the blue + button next to the customer search bar.
Enter Customer Details
When adding a new customer, a CRM page will pop up where you can enter:
Name
Phone number
Email (optional)
Address (if applicable)
Additional customer details
Press Submit to save the new customer profile.
Using the New Customer for an Order
After submission, the customer's details will auto-fill for the current order.
If you want to proceed with an order, continue adding items and finalize the order.
📌 Note: If you do not wish to create an order after adding the customer, click the upward-facing arrow next to the Submit button and select Reset to clear the form.
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