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