Create a Customer

availability

Feature availability by platform, plan type, and user type

Platform:	AvailableWebAvailableMobile
Plan Type:	AvailableBasicAvailableEssentialAvailablePremiumAvailableEnterprise
User Type:	Not availableRequesterNot availableFull UserAvailableAdministrator

This article explains how to create a new customer and describes the customer form fields in MaintainX®.

Create a New Customer

Web

1. From the sidebar, select Customers.

2. Select + New Customer. The New Customer form opens.

3. Enter a name for the customer, and fill in the other customer form fields as needed (see Customer Form Fields).

4. (Optional) Toggle Auto-create a public Request Portal for this customer on to create a request portal when MaintainX creates the new customer.

   If you toggle this option off, you can always create a request portal for the customer later.

5. (Optional) Toggle Send welcome email to customer contacts to send a welcome email to all of the customer's contacts when MaintainX creates the new customer.

6. Select Create.

Mobile

1. From the bottom navigation bar, select More.
2. On the More Options screen, navigate to Product Features, and select Customers.
3. On the Customers screen, select + New Customer. The Create Customer screen opens.
4. On the Create Customer screen, enter a name for the customer, and fill in the other customer form fields as needed (see Customer Form Fields).
5. Select Create.

MaintainX creates the new customer.

Customer Form Fields

Customer form fields define a customer's properties. The following table describes each of the fields in the New Customer/Edit Customer form.

Field	Description
Name	The name of the customer. It can be up to 255 characters long. You can't create a customer without a name.
Upload Thumbnail Web only	Opens a file browser where you can choose a thumbnail image to upload for the customer. Typically this is the customer's logo. For best results, a logo should meet the following criteria: Format: JPG or GIF Aspect ratio: 1:1 (square) Maximum size: 500 x 500 pixels
Add or take pictures Mobile only	Add pictures associated with the customer. Typically this is where you add the customer's logo, but you can add other pictures as well. You can take photos with your device’s camera, or choose existing photos or pictures on the device. By default, MaintainX® uses the first picture you upload as the customer's thumbnail image in the Customer module views. If you add more than one picture, you can choose which one to use as the thumbnail. For best results, a logo should meet the following criteria: Format: JPG or GIF Aspect ratio: 1:1 (square) Maximum size: 500 x 500 pixels
Add Notes	Notes you enter here can be up to 4096 characters long (roughly 500-700 words). Make sure to include all relevant details about the customer.
Locations	The customer locations defined in the Locations module. These locations are typically where your team performs work for the customer. If you don't select an existing location, MaintainX creates a default location called <CUSTOMER NAME>'s Site.
Contacts	A list of your contacts in the customer's organization. Select Add Customer Contacts (web)/Add Contacts (mobile) to start adding contacts for the customer. For more information, see Manage Customer Contacts.
Files	Attach files to the customer. In the mobile application, you can choose existing files or photos on your device. In the web application, you can choose any files or photos on your computer.