Customers · updated 2026-08-08

How to create a customer in Dumpster Controls

The "Create New Customer" modal builds a complete profile in one pass: pick the type, fill the contact and address, then the type-specific details.

1. 1

   Open the form

   Click "New Customer" on the Customers page. The modal opens with the prompt "Select a profile type and fill in the details."

2. 2

   Pick a "Customer Profile"

   Choose one of three cards: "Residential" ("Individual homeowner or property resident."), "Contractor" ("Construction company or trade professional."), or "Broker" ("Broker or intermediary managing multiple projects."). The rest of the form appears after you pick.

3. 3

   Fill "Contact Information"

   "Full Name" is required. "Email" and "Phone" are optional but unlock invoice email, SMS, and review requests later. "Status" offers "Active", "Inactive", and "VIP / High Value".

4. 4

   Enter the "Address"

   "Street Address" is required. Start typing (placeholder: "Start typing a street…") and pick a Google suggestion; "City", "State / Province", and "ZIP / Postal Code" fill in automatically. US and Canadian addresses are supported.

5. 5

   Add "Company Details" for commercial types

   Contractors and brokers must fill "Company Name" under "Company Details". Residential customers skip this section.

6. 6

   Complete the type-specific section

   "Residential Details", "Contractor Details", or "Broker Details" appears based on the chosen profile. See the customer types guide for every field.

7. 7

   Add notes and save

   Under "Additional Info", the "Notes" box accepts anything relevant ("Add any relevant notes about this customer..."). Click "Save Customer"; the button reads "Saving..." while it writes.