How to add a customer
To create a customer from a quote
Do this from the Quotes section
- First add an estimate or a cost breakdown to the quote
- Then, select Convert to Customer from the menu beside Quote Details
- Select a round, or create a new one to add the customer to
- Choose the itemisation or estimate, which becomes a job connected to the customer
- You'll then be taken to the customer in the Customers section
To manually add a customer
Do this from the Customers section
- From the menu, select Add new customer
- Enter the customer's details
- Click Save
Customers
- Adding a cash payment to a customer
- How do I change the messages sent to customers?
- How do I charge a customer?
- How is recurring value calculated?
- How to add a customer
- Understanding customers in getSoapy
- What is the customer portal?
Payments
- Bank Reconciliation
- Exporting payment data
- How do I receive payments?
- How much do payments cost?
- Payment Statuses
Quotes
- Can I customise the quote fields?
- How do I receive quotes?
- Quote Statuses
- Using tags in itemisations
Additional Users
Marketplace
Message Templates
Organising work
Rounds
Websites
Balance
Expenses
Getting Started
Plugins
customers
Dashboard
Pricing