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- In the navigation panel, go to Service then Service Orders.
Click Click on button New to create a new service order
- The Service Order detail window will display.
On the top panel, click on button Create Customer
Expand title Show me 
- Enter the customer's name Name. Optionally, you can enter also enter a card type, a payment term and an invoice delivery method.
(By default, the payment term is set to 30 EOM and the invoice delivery method is set to Manual.) - In the Person section, enter a contact name Contact Name and a telephone Phone number. You may also enter an email addressEmail Address.
- Enter the customer's Street address . Optionally, you can and Suburb. You should indicate what type of address this is as what prints on the service order/shipment/invoice is dependant upon the Is Delivery address. Optionally, and specify the travel time.click you can specify the Charge Travel Time and set time in terms of Travel Time Minutes.
- Click on button OK to save the change
The new customer card will be created, and their details will be populated automatically into the service order you are creating.
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