Add a customer and site

You're making great progress! In this lab, we’ll show you how to add or import your customers and their sites into Utilmate.

This step connects everything you've set up so far—your company profile, products, and pricing plans—so you can start generating personalised invoices and communications.

What you'll learn:

• How to manually add a customer and site
• How to import multiple customers and sites using a template
• How customer and site data link to your pricing and billing

Quick Win: Setting up your first customer takes less than 5 minutes—and gets you one step closer to sending your first invoice!

Let’s bring your first customers on board.