Overview
Add a customer when you have a new contact to track in Dirt Face. The same form appears on the dedicated Add Customer page and in the Create a New Customer modal from estimates, RFQs, jobs, and invoices.
Where in the app: Sidebar → Customers → Add Customer
Open: Add Customer
Also: Create menu → Customer, or Select or Add New Customer during document creation.
Personal Details
| Field | Notes |
|---|---|
| First Name | Required for save |
| Last Name | Required for save |
| Company | Business name when applicable |
| Customer Type | Homeowner, Business, General Contractor, Property Manager, Developer, Other |
Contact Details
| Field | Notes |
|---|---|
| Used for store invitations and portal links | |
| Phone | Used for the Message button on customer detail |
| Lead Source | Call, Referral, Flyer, Google, Instagram, Facebook, Linkedin, AI / LLM, Lead Generator App, Contact Us Form |
| Default Pricing Tier | Shown when your location has an active store; sets wholesale tier for future store account |
Address Details
- Choose address type: Shipping or Job Site for the primary map address.
- Search and select the address on the map (Google Places).
- Optionally check Use a separate address for billing and enter a billing address.
On save, addresses attach to the customer record. Add Job Site or Billing addresses later on the Customer info tab.
Notes
Optional free-text notes on the add form. For follow-up calls and meetings after the customer exists, use the Activities tab.
Tax Settings
| Field | Notes |
|---|---|
| Default Tax Rate | Auto (based on job site address) or a rate from your Sales Tax library |
| Tax Exempt Customer | When on, sales tax is skipped on new documents for this customer |
| Exemption Type | Resale, Non-Profit, Government, Manufacturing, Other |
| Exemption Number | Certificate or ID number |
| Expiry Date (Optional) | When the exemption expires |
| Exemption Reason | Free-text explanation |
Tax exempt settings apply to new quotes and invoices. You are responsible for correct tax classification.
Save or cancel
- Cancel returns to the previous screen without saving.
- Save Customer creates the record and opens the customer list or returns to the document you started from.
Duplicate names are allowed; use company name and email to distinguish similar contacts.