Add your first customer and job

Two short wizards get you to a working project. Start with the customer.

1. Add the customer

1. From the sidebar, open Ops → Customers and click New customer.
2. Step Basics: enter the customer name and any contact details you have.
3. Step Location: add a primary location (label, address, geofence radius). This step is optional; you can skip it and add locations later from the customer detail page.
4. Step Review: confirm and create.

2. Add the project

1. Open Work → Projects and click New project.
2. On the project form, pick the customer and location, give the project a name (e.g. "Kitchen remodel"), set an estimated start and end date and an initial status, add any line items, and assign teammates, all on one screen.
3. Step Review: confirm and create.

That's it. The project shows up in your projects list, the timeline, and the Gantt view. Teammates assigned to it can check in from My Work or the check-in pill; Alpha verifies they're inside the location's geofence and flags off-site visits.

Next stop: the How tos.