Create a customer account (Project Service)

Applies to Project Service app versions 2.x and 1.x

Create an account for each client you’re working with, whether you’re quoting a project or actively working on an existing project for them.

1. Go to Project Service > Customers.

2. Click New.

3. In the Summary area, enter a name for your new account in Name, and then fill in the other fields as necessary.

4. Click Save to create the record so you can continue editing it.

5. In the Project Price Lists area, click + to add a price list. You can add more than one price list for this account.

6. When you’re done, click Save at the bottom right corner of the screen.

See Also

Account Manager Guide