Customers
How to Add a New Customer
2 min readUpdated Apr 7, 2026
After reading this, you will have a new customer in Rundo ready for their first job. Rundo ensures customer info entered once flows to every job, estimate, and invoice automatically.
1
Open Customers
Click Customers in the sidebar.
2
Click New Customer
Click the New Customer button in the top right.
3
Enter their name
Type the customer's full name. This is the only required field.
4
Enter phone and email
Add their phone number and email address. Phone is required for SMS notifications.
5
Add their address
Enter their street address, city, province, and postal code.
6
Click Save
Click Save. The customer is now available when creating jobs and invoices.
Pro tip
You can also add a customer inline while creating a job. Click Add New Customer in the New Job drawer and fill in the details without leaving the form.
Need more help?
support@rundo.ca