---
title: "How to Add a New Customer Manually in Ontraccr"
url: "https://help.ontraccr.com/en/article/how-to-add-a-new-customer-manually-in-ontraccr"
language: "en"
last_updated: "2025-06-08T18:27:22.985Z"
---

# 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.

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## **📍 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.

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## **🛠️ 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.

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## **🧠 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.

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## **🚨 Required Fields Recap**

| Field | Required |
| --- | --- |
| Name | ✅ |
| Division | ✅\* (only if multiple divisions are set up) |