Adding a customer

Getting Started with Brisk: Add Your Customers Go to Customers → Add New Customer .

Adding a customer


Go to Customers → Add New Customer.

Only the customer's name is required, but you can also add:

  • Customer code
  • Email
  • Telephone
  • VAT number
  • Address
  • Map pin
  • Logo

The address on the customer is their default address.

When you create a job, Brisk can use this address and map pin as the starting location. You can then change the address or clear the map pin if the work is taking place somewhere else.

That's particularly useful for customers such as property companies where you may carry out work at many different properties.