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Create a customer

Add a customer with their contact details and one or more addresses.

customers contacts addresses getting started

Customers are the people and businesses you work for. Add a customer once and you can build quotes, schedule jobs, and send invoices for them without re-entering their details.

Before you start: sign in with an account that can manage customers (an operator/employer account).

1

Open the New Customer form

Select Customers in the left navigation to open your customer list, then select New Customer in the top right. The Add New Customer form opens. If you’ve just signed up, this list is empty — that same New Customer button is your starting point.

The Customers page. Select New Customer to start.
2

Enter the customer's details

Under Personal Info, enter the Customer Name and Email. For the phone, pick the country code from the selector — 🇺🇸 +1, 🇨🇦 +1, or 🇬🇧 +44 — and type the number. Only the name is required; email and phone are optional but recommended.

The Add New Customer form with the Personal Info fields.
3

Add the primary address

Start typing the Street Address. CleanOps suggests matching addresses as you type — select the right one and it fills in the City, State, and ZIP for you.

Address suggestions appear as you type the street address.
4

Check the address

Confirm the Street Address, City, State / Province / Region, and Postal / ZIP Code are correct. Prefer to enter it yourself? Fill in each field manually instead of using a suggestion — type the Street Address, City, and Postal / ZIP Code, and choose the State / Province / Region from the dropdown.

The primary address filled in from a suggestion.
5

Add another address (optional)

Need more than one location? Select Add Another Address. Give each extra address a Label such as Office or Warehouse, then fill in its address. Select Remove to delete an extra address. The first address is always the customer’s primary address.

An additional address with a label.
6

Save the customer

Select Save Customer. A green Customer created successfully message appears and the new customer is added to your list.

The new customer is saved and added to the list.
7

Find a customer later

Back on the Customers page, type a name into the Search Customers box to filter the list. You can also narrow it with the filter bar above the list — Date, Quote status, Job status, Invoice status, and Has open requests.

Search filters the customer list as you type.
If a required field is missing

A customer needs a name — if you leave Customer Name blank, the form shows can’t be blank and won’t save until you add one.

The name field is required.
If the email isn't valid

The Email must be a real email address. If it’s missing the @, CleanOps points it out and the form won’t save.

An invalid email is flagged before saving.
If an address is incomplete

An address is optional — but once you fill in any address field, all of them are required. If you enter a street without a city, state, or ZIP, those fields show is required when providing an address.

A partial address asks for the missing fields.
Result

Your new customer now appears in the Customers list with their contact details and addresses. You’re ready to create a quote, schedule a job, or send them an invoice.
Tips & related
- A customer can have as many addresses as you need — add them now or any time later by editing the customer.
- Next steps: create a quote for this customer, or draw a service area to measure a property when pricing a job.