Adding Your First Customer
Every job, quote, and invoice in Trade2Base is linked to a customer record. Creating your first customer takes under a minute — and once saved, you can immediately book a job or send a quote directly from their profile.
Creating a customer
Click Customers in the left navigation bar. This opens your customer list.
The blue New Customer button is in the top-right corner of the Customers screen.
These are required fields. The name appears on all documents and in your customer list.
The phone number is used for WhatsApp messages and SMS reminders. The email address receives quote links, invoice links, and portal access.
Type the postcode and select the address from the autocomplete dropdown. The full address populates automatically. This becomes the default job address for any work booked at this property.
Choose Residential or Commercial. Commercial customers can have a company name field and may require different VAT treatment.
The customer record is created and you are taken to their profile page.
Optional fields
These fields are not required but make your CRM more powerful over time:
- Company name — for commercial customers or if the account is billed to a business.
- Notes — free-text notes visible to your team (e.g. “prefers afternoon appointments”, “has a dog”).
- Tags — labels you apply to segment customers (see tip below).
Tags like “boiler-service-due”, “annual-agreement”, or “commercial-landlord” let you filter your customer list and target specific groups with campaigns later. Set them now and they pay dividends when you run your first email or WhatsApp campaign.
After saving a customer, their profile page has two quick-action buttons at the top: “New Job” and “New Quote”. The customer details pre-fill automatically — you don't need to re-enter their address or contact information.
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