video1.0<iframe src="https://www.loom.com/embed/e876fd7aeb0c4c54a8fb3d155536a38e" frameborder="0" width="1844" height="1383" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>13831844Loomhttps://www.loom.com13831844https://cdn.loom.com/sessions/thumbnails/e876fd7aeb0c4c54a8fb3d155536a38e-7876e4d99adc620b.gif326.482This Loom explains how to create a new customer in Fieldwork. From the Customers menu, click Add Customer, choose customer type (person for individuals with first and last name, or organization for businesses with a single company name), enter the customer name, and set status such as active or lead. It covers entering billing address details including a California-specific requirement to use state as CA and spell out the county fully, while noting Fieldwork can auto-fill county in California and New York. The walkthrough then covers billing terms, contact details, device, invoice and statement settings, optional portal access and pest sightings, and adding additional contacts via the green add contact button so the billing email is not overwritten.