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[Video] How to Add a Customer

How to Add a Customer and Create a Project in Tint Wiz

Written by Erik Devash

This guide walks you through how to:

  • Add a new customer (contact)

  • Create a project (automotive or residential/commercial)

  • Understand what you can do inside a project

Step 1: Add a New Customer

  1. Click Add Contact

  2. Enter the customer’s:

    • Name

    • Phone number

    • Email address

Both the phone number and email are important because Tint Wiz uses them to send:

  • Appointment notifications

  • Proposals

  • Invoices

  • Updates

Step 2: Enter Address (When Needed)

  • Automotive jobs: Address is usually not required

  • Flat glass (home or commercial): Always include the address

As you type the address, Tint Wiz will auto-suggest nearby matches to make entry faster.

  1. Click Save Contact

Your customer is now added.

Step 3: Create a Project

After saving the contact:

  1. Click Add Project

  2. Choose the project type:

    • Home

    • Business

    • Vehicle

    • Boat

Step 4: Create an Automotive Project (Example)

  1. Select Vehicle

  2. Enter:

    • Year

    • Make

    • Model

    • (Optional) Color and trim

  3. Click Create Project

You’ll now land on the Project Overview.

What You Can Do Inside a Project

The project overview is your main workspace. From here, you can:

  • Schedule appointments

  • Add services (window tint, PPF, ceramic coating, etc.)

  • Create proposals (quotes auto-fill based on your services)

  • Send invoices

  • Upload attachments (photos, videos, documents)

  • Leave notes for yourself or your team

Everything related to that customer’s job lives here.

Step 5: Create a Residential or Commercial Project

You can also create a flat glass project:

  1. Go back to the contact

  2. Click Add Project

  3. Select Home or Business

  4. Click Create Project

If you entered the address earlier, it will already be filled in.

What’s Different for Flat Glass Projects

In addition to the standard features, you can:

  • Add rooms and measurements

  • Assign film and track inventory usage

  • Automatically deduct film based on the job

  • Attach before-and-after photos

  • Keep detailed project notes and history

Key Takeaway

The flow in Tint Wiz is simple:

  1. Add contact

  2. Create project

  3. Manage everything from the project overview

Once the project is created, you can handle quoting, scheduling, invoicing, and communication all in one place.

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