Add New Customer from the Main Options

From the Main Options, click on “Add new Customer”

Note: The wording on the buttons in the Main Options will change to coincide with the terminology used in the selected region in the defaults setup

Customer Form

This is where you enter in details for your customer as well as contact details for the people that work for that customer.


Fill in as many contacts as you have for the customer, as you will be able to select from the list later when creating a site specific SWMS (JSEA, JSA, JHA)

Some of the more complex forms in the premium version will use the customers information entered in here to build site based forms as well as make names available from drop down lists