Add a customer

Watch a quick video showing you how to add a customer, and scroll down for more information


Additional information

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.

I don't have the Postcode search function like the video..
This is because you do not have Postcode lookup enabled on your account. Please contact support to find out how you can get this.

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

Can't find what you're looking for? Contact support
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