Adding Customers and their job Sites to your GoCanvas account is the first step to start reaping the organizational benefits of the GoCanvas Project Management account view.

Customers and Sites

Create a New Customer

1. Navigate to the Customers page from the left navigation.

   

2. Click New Customer in the upper right corner of the page. Or at the center of the page if you have no Projects yet.

   

3. Select Individual or Business for the Customer Type.

   

4. For Individuals, the New Customer pop up will have fields for your customer’s First Name and Last Name. For Businesses, the pop up will have a field for the Business Name.

   

   

5. Next to Primary Site, fill in the Site Name, Address, City, State, and Zip Code.

6. Site Code keeps all of your Sites unique. This ensures the information you track belongs to the correct Site and any information auto-filled on mobile is accurate. A unique code will automatically generate if you do not create one.

   Note

   The only elements required to create a customer is the first/last name or business name and the primary site name. The following steps are optional organizational elements.

7. A Customer Code keeps all of your customers unique. This ensures the information you track belongs to the correct Customer and any information auto-filled on mobile is accurate. A unique code will automatically generate if you do not create one.
8. Under Customer code:
   • On the Individual pop up is fields for Role, Email, Phone, and Preference.
   • On the business pop up is fields for Contact First Name and Contact Last Name in addition to Role, Email, Phone, and Preference).
9. Under Additional Sites, click Add Another Site to add secondary, tertiary, etc. sites.
10. Click Create Customer in the lower right corner of the pop up.

Edit an Existing Customer

1. Under Actions, the last column on the far right side of the page, click the Edit Customer icon.
2. The Edit Customer pop up will pop up on the screen, allowing you to edit any of the fields previously filled or left blank.
3. Click Save Customer to close the pop up.