In Square, the “Take payment” quick-action menu currently includes options such as:
I would like Square to add two additional quick actions:
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.
Square Community