When creating a new job in SimplySub, subcontractors often need to connect that job to a customer. If the customer is not already in the system, SimplySub makes it easy to create the customer without leaving the job setup screen.
What this Feature Spotlight covers
This video walks through a simple job creation workflow and shows how quick customer creation works inside SimplySub.
- Starting a new job from the New Job screen
- Creating a new customer directly from the customer field
- Saving the customer without leaving the job creation window
- Adding job details like address, job status, dates, job type, and billing terms
- Using only the fields that matter for your workflow
Why it matters
Small interruptions can slow down job setup. If a customer record is missing, your team should not have to stop, navigate somewhere else, create the customer, and then return to the job.
Quick customer creation keeps the workflow moving. Subcontractors can add the customer on the fly, continue building the job record, and capture the information they need in one place.
Built to stay simple
SimplySub keeps job creation flexible. The fields shown during job setup can be filled out as needed, and teams do not have to complete every field just to create the job.
This helps subcontractors keep their job records organized without forcing extra admin work into the process.