Watch a quick video showing you how to add a customer, and scroll down for more information
Frequently asked questions
What is this used for?
Before you can add any jobs, estimates, reminders, or invoices you need to add customers. Customers are added by clicking Customers at the top of the screen. On the left of this screen you will see a section with different customer types. A customer type can be a private customer, company, estate agent, or anyone that you will perform works for. You can Add a customer type if you need to.
Can I add more 'how did you hear from us' options?
Yes, You can add more 'how did you hear from us' options within system settings click here to learn how.