What you'll do
Add a customer with a service address, then start work for them straight from the record. Every quote, job, and invoice in Zentive attaches to a customer, so this is the first thing to create for a new client.
Do this
- 1
Open Customers → Customer List and press + Add Customer
The list header shows total and active counts, an Import button, and tabs for Active, Inactive, and Pending (invited but not yet signed in). The setup guide's Your first customer step opens the same form.
- 2
Enter contact details
First Name, Last Name, Email Address, and Contact Number are required. Use an email and phone the customer actually checks; quotes, invoices, and reminders go there.
- 3
Complete Address
Street 1, Street 2 (optional), City, State, Zip Code. This becomes the customer's first service location and is geocoded for routing. Add more properties later from the record.
- 4
Save
Zentive assigns the next customer number (#0028, #0029, …) and shows a next-steps prompt: Book a job, Create a quote, View profile, or Back to list.
Working from the customer record
- 1
Quick actions
Each customer card has Call, Text, Email, and New (new work). Expand the card for Edit customer, New work, Create quote, and Create invoice.
- 2
Customer portal
Send portal invite emails a sign-up link; Copy portal link gives you a link to paste into your own message. An AUTO-PAY badge appears once the customer enrolls in autopay.
- 3
Status
Customers you stop serving can be set Inactive from Edit customer; they keep their history and can be reactivated.
Bringing in a whole list?
Use Import instead of adding customers one by one. It accepts CSV or Excel exports from QuickBooks, Jobber, Housecall Pro, and ServiceTitan, and checks for duplicates before anything is created.
Did this solve your problem?
Contact Zentive support
Tell us what happened and what you have already tried. We will include this article so you do not have to start over.