---
title: "Creating an Individual Customer and Link a Site"
url: "https://support.jobflow.com/en/article/create-a-customer-add-a-contact-and-link-a-site"
language: "en"
last_updated: "2026-08-27T21:52:28.545Z"
---

# Creating an Individual Customer and Link a Site

Follow these steps to create a new customer in JobFlow.

#### **Open the Customers Page**

You can access customers in two ways:

-   From the Dashboard: Click Customers

![](https://cdn-assets.productfruits.com/e35d5667-9d88-4976-a4e5-69468c64ba4f)

-   From the Hamburger Menu: Navigate to Customers → Customer List

![](https://cdn-assets.productfruits.com/fa6bcb59-9bcb-40e8-a314-674380eaf49b)

#### **On the Customer List page** 

-   On the Customer List page, click Add Customer (bottom left)
-   This opens the customer creation form

![](https://cdn-assets.productfruits.com/1dc0737a-e2e4-4787-b481-aa0b0bb82927)

#### **Enter Customer Details**

Fields marked with an asterisk (\*) are required.

-   Enter the Trading name

![](https://cdn-assets.productfruits.com/4790c8fb-b645-4097-aa59-2403837f6872)

-   Once you enter the Trading Name, JobFlow will prompt you (on the right-hand side) to add a Primary Contact

![](https://cdn-assets.productfruits.com/a8fd36a1-20ec-485a-99e6-b3d34951f981)

#### **Add a Primary Contact**

-   Click Add a new contact
-   Enter the contact’s details
-   Tick the box to mark them as the Primary Contact
-   ![](https://cdn-assets.productfruits.com/c3a2c882-3a5c-4cf2-8381-cb3d87cc6d2f)Click Save.![](https://cdn-assets.productfruits.com/bf4ab53a-c0dc-4ee3-be66-e95082c1d261)

You can add additional contacts at any time by selecting Add Contact and completing the form.

**Tip:** The more detail you enter for both customer and contact information, the easier it is to ensure jobs and sites are assigned correctly.

  

#### **Enter Billing Details**

Under Billing Details, you can either:

-   Enter the address manually, or
-   Use the Google Maps search box to quickly find and autofill the address

![](https://cdn-assets.productfruits.com/2e3c604d-05e5-4826-844a-806b51e191b4)

Once all required information is entered, click Save Customer (bottom left). 

![](https://cdn-assets.productfruits.com/0c523b88-97d9-4cf1-9ae5-397a2986295d)

#### **Link or Create a Site for the Customer**

After saving the customer, you can link an existing site or create a new one.

![](https://cdn-assets.productfruits.com/29c3f5f8-9444-4ec7-874f-c5a476ea25cd)

**Option 1: Search for an Existing Site**

-   Use the search box to look up any site already stored in JobFlow
-   Select the site to link it to the customer

**Option 2: Add a New Site**

-   Click Add New Site

![](https://cdn-assets.productfruits.com/3256a1a9-d2bc-421b-bf59-09a349740635)

-   Enter the site details
-   Save to link it to the customer

**Option 3: Add From Billing Address**

-   Click Add from Billing Address
-   JobFlow will copy the billing details to automatically create and link a new site