How to Manage Customers

Customers hold contact info and the jobs tied to them.

Add a customer

1. From the dashboard, click New on Customers, or go to Customers → New Customer.
2. Enter name (required).
3. Add email and phone when you have them (used for estimates and invoices).
4. Save.

Find and edit

1. Open Customers.
2. Search by name, email, or phone.
3. Open a customer to edit details or start a project.

Tip

Create the customer before the project — projects require an existing customer.