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