How to Add a New Customer Manually in Ontraccr

➕ Adding a New Customer Manually in Ontraccr
 

Ontraccr makes it easy to add new customers—whether you're onboarding a new client, managing multiple divisions, or preparing a project for launch. This article walks you through the manual method of adding a customer via the Contacts tab.

📍 Where to Add Customers

1. Navigate to the Contacts tab from the left-hand sidebar.
2. Select the Customers (or renamed label, e.g., Clients) section.

🛠️ How to Add a New Customer Manually

Step-by-Step Instructions

Click the Add (+) Button

Located beside the search bar in the Customers tab.

Complete Step 1 – General Info

• Required Fields:
  • Name (Customer name)
  • Division (if your account has multiple divisions)
• Optional Fields:

Labels:

Add tags like “Commercial,” “Retail,” “Good Customer,” etc.

You can select existing labels or type a new one to create it.

Buckets:

If you’ve created buckets (via the Buckets feature), you can assign this customer to one.

Contact Fields:

• Office Phone Number
• Mobile Phone Number
• Fax Phone Number
• Office Email
• Billing Email
• Website

Address Info:

• Office Address
• Billing Address (toggle “Use Office Address” off to enter separately)

Info:

Freeform field for general notes or information.

Complete Step 2 – Billing Info (Optional)

Billing Rate:

Choose from preset billing rates configured in Settings > Time Tracking > Rates.

These may represent negotiated labor rates.

Custom Rate:

Check this box to manually enter a one-off billing rate.

Material Discount (%):

Enter a discount value to be applied automatically on forms that include material pricing.

Example: If you enter “10,” then whenever this customer is selected in a form that includes a materials table, Ontraccr will apply a 10% discount to those material costs.

Submit

Click Submit to save the customer to your database.

🧠 Why It Matters

• Labels and Buckets help you organize your client list.
• Email fields enable automated communications via forms.
• Discounts and rates are auto-applied across the platform when generating POs or invoices.

🚨 Required Fields Recap