Live workspace
WorkTide
+ New Job Request
+ New Customer

Create the customer profile only.

Save contact and optional primary address. Add job requests from Today or from the saved customer profile.
1 Customer profile2 Optional primary address3 Add job when needed

Customer profile

This path creates a customer record only. It does not ask for requested work or create a job.

Primary customer address

Optional customer/profile address. Job service locations are selected later on a job request.

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