1. Hover over the Manage tab near the top of the page and click Customers when the drop-down appears.

  2. Click + Add new item.

  3. Enter the necessary information.
    Note: Make sure to enter a customer-specific labor rate for invoicing.

  4. Click Save when done.

Newly created customers will appear on the Customers page after the page refreshes.

Note: If you would like to input a large number of Customers at once, fill out the Customers/Contacts Import Excel Template.  You can download it by clicking here or on the attachment link at the bottom of the page.  Make sure you click on the Customers tab in Excel to view the right sheet.  Red asterisks (*) denote required fields.  After you are done, save the file and send it to support@builtspace.com.