Add Your First Customer

Learn how to add companies and contacts to *blinkpilot*

Before creating offers, you need to add at least one customer to your system.

Understanding Customers

blinkpilot organizes customers into two types:

  • Companies - Business customers
  • Contacts - Individual people (can be endcustomers or linked to a company or standalone)

Add a Company

  1. Go to Customers in the sidebar
  2. Click the Companies tab
  3. Click Add Company
  4. Fill in the details:
    • Company name
    • Address (street, ZIP, city, country)
    • Contact email and phone

Add a Contact

  1. Go to Customers > Contacts tab
  2. Click Add Contact
  3. Fill in the details:
    • Name and email
    • Phone number
    • Optionally link to a company
    • Address (if different from company)

Why Addresses Matter

Complete addresses are important because:

  • Scheduling - The system calculates travel times to customer locations
  • Offers - Professional quotes show the correct delivery/service address
  • Geocoding - Addresses are converted to coordinates for route planning

Tips

  • Add the shipping address if it differs from the billing address
  • For private customers, just create a contact without a company
  • You can always edit customer details later

What's Next?

Now let's create your first offer!