Use this guide to create a new customer, new site and a new agreement for an existing contractor

There are 4 stages involved.

1. Select the Contractor record
2. Create a new customer record
3. Create a new site for the customer
4. Create an agreement for the site

Below details the stages involved:

1. From the home page, choose Sales and the Customers
2. Choose the New Business tab
3. Choose New on the toolbar to open the New Business Wizard
4. Choose  to select the Contractor that you want to add a customer to
5. Choose Next  to select the Customer page
6. Choose New, enter the customer details. The customer reference has been automatically filled in
7. Choose Next to select the Site page
8. The wizard will ask if you want the site address to match the customers. If you want to enter a different address for the site, just say no and enter the site address details. The site references has been automatically filled in
9. Choose Next to select the Agreement Information page. Enter the agreement details
10. Choose Finish
          
    The new agreement will be displayed for you ready to start adding items.