To add a new customer:
Select Location: Pick the location for this customer. If you're a single location business you will only have one option to select.
Customer Name: Enter the name of the customer or company.
Project Location: Add the customer’s project or business address.
Contact Info: Fill in the main email and phone number for direct communication.
To edit an existing customer, add a note to their profile, view their associated projects, or delete them click the three dots next to the customer's name and a menu with these options will appear.
Troubleshooting Tips:
A customer must be created first in order for a project to be created.
Check for typos in the email — invalid emails can cause delivery issues for estimates.
All fields with the exception of address are required to be able to create a customer.
At this time all customers must be manually created and cannot be imported from another software.
This feature is only available with our Pro+ package.