Add your first customer
Add a customer with their email, phone and address so you can send them quotes and invoices.
Every quote, job and invoice belongs to a customer. Add them once and their details fill in everywhere.
Add a customer
- Open Work → Customers.
- Click New customer.
- Enter their Name.
- Enter their Email. You need this to email them quotes and invoices.
- Enter their Phone.
- Start typing the Address. On plans with address suggestions, pick the right one from the list and the City, State and Zip fill in for you.
- Click OK.
Add a customer while you build a quote
You don't have to leave the quote. In the quote builder, click New customer next to the Customer box, fill in the details, and they're picked for that quote.
Find a customer later
Use the search box on the Customers page. It searches name, email, phone and tags. Click a customer to see their quotes, jobs, invoices, what they owe and an Activity timeline, including the emails we sent them.
Tip: No address suggestions? See Address suggestions not showing.
More on customer records in Manage customers.
Next step: Send your first quote.