To add a new customer into your Sera Admin Portal, you will access your Customer Service selection from the left-hand menu bar and select the +Add Customer button.
You will be prompted for your customer's basic contact information including their address.
Note: The email address can not be duplicated within any accounts. If you need two accounts to share the same email address, we recommend to use as alternate form of that email address. For example, if your initial address is email@example.com you should use john.smith+(any letters or numbers)@email.com. The email will continue to be delivered to that main email address and will disregard anything that you put between the + and the @.
Enter the address into the Search Address field and it will verify against Google's maps database to find a matching location. If the address you are looking for is not able to be found within the database or is a P.O Box for billing, you will be presented with a map. You can locate the nearest point to the address you are entering on that map and place a pin on the map itself. This will allow coordinates to be used to locate the address. You will want to place the pin as close as possible to the location as this could affect directions for your technician.
You can select for this address to be classified as the billing address for the account and also use the toggle at the bottom of the window to enter additional forms of communication, such as additional emails or phone numbers.
You have the option to just Save the customer's account and exit this window entirely which will just add this customer to your database so you can come back to them at a later time, or you can save the information and schedule an appointment for them at this time. This option is helpful if you have that customer over the phone and you are attempting to schedule work with them at this time.