➕ New Customer
Create a customer record in Service Fusion
⚠️ One-shot create: Service Fusion does not allow customer records to be edited via API after creation. Verify all fields carefully before submitting. Edits after creation must be made directly in Service Fusion.
👤 Customer
Business name or family name as it should appear in Service Fusion
⚠️ Possible duplicate(s) found in existing customers:
📇 Primary Contact
Phone or email is required (at least one)
📍 Service Address
💧 Service Details
Stored in Service Fusion as a custom field. Options auto-populated from existing customers.
📝 Notes (Optional)
Customer Created!
Service Fusion Account
What would you like to do next?
✓ Save & Close
Confirm Customer Details
This will create a permanent record in Service Fusion
⚠️ One-shot create. Service Fusion does not allow customer records to be edited via API after creation. If anything is wrong, click ← Edit and fix it before confirming. After creation, edits must be made directly in Service Fusion.
Customer Name
Primary Contact
Service Address
Creating customer in Service Fusion...
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