Add and manage customers

Find an existing customer first

Open Customers and search for the person or business before creating another record. Review matching contact details and related work so history stays together.

Create a customer

You can add a person before an estimate exists. Customer editing access is required.

1. Open Customers and use Add, then Add person.
2. Enter First name and known contact details.
3. Choose whether billing goes to this person or a business.
4. Add a property address when there is a service location.
5. Review any suggested existing match.
6. Open the existing record if it is the same person, or select Add customer for a new one.

Keep details and history together

Open the customer record to review details, activity, related work, and invoices. Detail edits save as you leave supported fields; check the save result and any error. Import and Review duplicates provide additional directory tools. Updating contact details does not rewrite an already sent proposal’s saved customer information.