---
title: Adding a New Customer
description: "Create a customer profile from the New Job form or the Customers screen, then enter the details your team needs. ## Before you start - Have the customer’s name and the contact details you want to record ready. - Choose…"
url: "https://repairpilot.com/help/adding-a-new-customer/"
updated: "2026-10-23"
category: Customers
tags:
  - customer management
---

# Adding a New Customer

Create a customer profile from the New Job form or the Customers screen, then enter the details your team needs.

## Before you start

- Have the customer’s name and the contact details you want to record ready.
- Choose Add a New Customer while booking, or open Customers to create the profile first.

 1

### Add a customer while booking a job

 From the **New Job** screen, choose **Add a New Customer** to create the customer record before continuing with the booking. ![New Job screen with the Add a New Customer option](https://repairpilot.com/wp-content/uploads/2026/10/rp-add-customer-job-2026.jpg)   2

### Start from Customers

 You can also open **Customers** and select **New Customer**. ![Customers screen showing the New Customer button](https://repairpilot.com/wp-content/uploads/2026/10/rp-add-customer-list-2026.jpg)   3

### Complete the customer profile

 In **Basic Information**, enter the customer details you need. Use **Address**, **Other** and **GDPR** for additional profile information, contact preferences, notes and consent details. Configured customer custom fields appear on the form. Select **Add Customer Profile** to save. ![Basic Information tab in the updated customer profile form](https://repairpilot.com/wp-content/uploads/2026/10/rp-add-customer-basic-2026.jpg)

## What happens next

The profile is saved to Customers and can be selected when booking a job. You can return to update its details later.

## Common questions

### Can I add a customer while booking?

Yes. Choose Add a New Customer from New Job, complete the profile and continue with the booking.

### What do the customer form tabs contain?

Basic Information holds the core details. Address, Other and GDPR provide additional profile fields.

### Can I add extra customer fields?

Yes, when customer custom fields have been configured in Settings.

## Related guides

- [Adding Sub-Contacts to a Customer](https://repairpilot.com/help/adding-sub-contacts-to-a-customer/)
- [Customer Settings: Custom Fields](https://repairpilot.com/help/customer-settings-custom-fields/)
- [Create a new job](https://repairpilot.com/help/how-to-create-a-new-job/)