Feature Request: Expand Quick Actions

In Square, the “Take payment” quick-action menu currently includes options such as:

  • Charge card
  • Send invoice
  • Send payment link

I would like Square to add two additional quick actions:

  • Create customer
  • Create contract

Ideally, these would appear in the same menu so that when we are working with a customer, we can quickly create their customer profile or create a contract without having to navigate to a separate section of Square.

For a rental business, this would make the workflow much faster. For example, when a new customer calls or walks in, we could select Create customer, enter their information, and then immediately select Create contract from the same quick-action area.

It would be especially helpful if the customer and contract could automatically be linked when creating the contract, eliminating duplicate data entry.

This would make the quick-action menu a more complete starting point for the customer/rental workflow.

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