One of the things we pride ourselves on at SableCRM is staying close to the people who actually use the product day in and day out. We don’t just build software—we respond to real-world needs, fast.
That’s exactly how the New Account Wizard came to life.
A new client had just started using the system and reached out with a simple request:
“Is there a faster way to add a new customer and start a job without jumping around the system?”
Fair question. We looked at our existing flow, saw the friction points, and within 48 hours, Quick Add Wizard was up and running.
So, What Is It?
New Account Wizard Quick Add is a streamlined way to:
- Create a new account
- Capture contact information and property details
- And go straight into an Estimate, Sales Order, or Invoice — all from a single screen.
No bouncing between modules. No extra steps. It’s built for speed, plain and simple.
Why It Matters
If you’re in the middle of a workday and a customer calls, you shouldn’t have to click through three different screens just to start an estimate. With the New Account Wizard, you can take a name, phone number, address, and immediately begin building the job.
It’s the kind of thing that saves you 30 seconds here and a minute there — but over the course of a week? That adds up to real time saved.
How It Works
Click the Quick Add button from the top menu. You’ll get a clean, simple form:
- First and last name
- Phone and email
- Property address (residential or commercial)
- Optional: create an initial document like an estimate or invoice right then and there
Done. You’re ready to move forward with the job.
A Tool That Works the Way You Do
Quick Add isn’t a flashy feature — it’s a practical one. It was built because someone asked a smart question. And now, anyone using SableCRM can work faster because of it.
