Add a customer without a job.

Yes, by importing them from a spreadsheet. Open Settings and choose Import data. JobField has no button that adds a customer by hand, because a customer is added for you whenever a job is created for them. An import adds customers with no jobs, and a file with just one customer works too.

Steps

1. Put the customers in a spreadsheet with a column for the name and, if you have them, columns called Phone, Email, Address, City, State and Zip. Save it as a CSV file, which most spreadsheet programs offer when you save or download.
2. In JobField, open Settings and choose Import data.
3. Under What are you importing?, choose Customers.
4. Drop the file onto Drop a CSV file here, or click to choose one., or click that area to pick the file.
5. Check the preview, then press the Import button. It shows how many customers are about to be added.
6. When Import complete appears, the new customers are in your Customers list, with no jobs yet.

Good to know

Every customer needs a name. A line without one is left out, and the preview tells you how many are ready to import.

A customer whose phone number is already in JobField is skipped, so an import never creates a second copy of someone. A customer with no phone number is skipped when a customer with the same name is already there.

Only owners, admins and dispatchers can import customers.