The Customers section helps keep contact details and job history organized as your business grows. Use it to stay connected with past clients and keep records easy to find.
The Customers page stores contact information for everyone your business has worked with or quoted. It connects to quotes, invoices, and schedule events — so you can see the full history of each customer in one place.
Go to the Customers page from the left navigation.
Click "Add Customer" in the top right corner.
Enter name, phone, email, address, and any notes.
Save the customer record.
Link future quotes and invoices to this customer for a full history.
Keeping customer records clean makes it much easier to re-quote or follow up with past clients. A referral or repeat job is easier to land when you have their info ready.
Each customer card shows key metrics like total revenue and job count. This helps you identify your best customers and see which relationships are worth nurturing for repeat business.
Use the search bar at the top of the Customers page to find anyone quickly by name, email, or phone number. The list filters in real time as you type.
Still have questions?
Our team is here to help you get set up and running.