Add a customer on an iPhone

Before you can add any jobs, estimates, reminders, or invoices you need to add customers. Within the menu you will see a list of customer types, a customer type can be a private customer, company, estate agent, or anyone that you will perform works for.

You can edit details on the mobile application. When you edit this information it will automatically change this information for all users (including web users)

Watch a quick video showing you how to add a customer

Or read how to add a customer

  1. Click the menu icon (3 horizontal lines) in the top left corner

  2. This will open the menu. Click one of the options within Customers to add a new customer

  3. You will see a page where you can type in the details of the new customer 

  4. Click the Save in the top right corner to save the customer
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