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Add a customer or change contact details

Add each customer once and connect multiple estimates and jobs to that customer.

Steps

  1. Open Customers → Add customer (or the new-customer button). Enter the customer or company name and optional email, phone, address and notes; save.
  2. For changes, locate the customer and choose Edit. Correct the contact details and Save customer.
  3. Select that customer when creating a new estimate or job. Do not create duplicate customers for each job.
  4. An already-issued estimate PDF retains its issued snapshot. To send changed customer details on a bid, create a revision and issue a new PDF.

Check that it worked

The correct customer appears in the job or estimate selector and in newly generated documents.

Still stuck?

If these steps do not match your screen, check Company & settings for your version and whether you are using Demo, a field laptop or the office workspace. Search the displayed error or save a support report.

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