With this latest update to Profit Rhino, you are now able to create customers from the mobile tool and assign them to invoices. To do so, you'll just need to complete the following steps:
- Log in to Profit Rhino's mobile app.
Click the Customer button on the icon bar screen (far right) to navigate to the customer search screen.
2. Click the create customer button in the top right of the screen:
After you've done that, you'll be brought to a screen where you're asked to enter in the customer details. Any field marked with a red * means it is a required field and must be filled in. Though it is not required, I would recommend you always get the customer's email address, otherwise you will not be able to email them any work orders. The following image demonstrates filled in customer details:
After that, just click save and you'll be navigated to the customer details screen: