Customers

Adding a customer

Go to Customers and click Add Customer. Enter their name, email, phone and address.

Using a saved customer in a quote

When creating a new quote, select the customer from the dropdown at the top of the form. Their details fill in automatically.

Editing a customer

Go to Customers, find the client and click Edit. Changes apply to new quotes — existing quotes are not affected.

Quick quote from customer list

Click the + Quote button next to any customer to go straight to the quote form with their details pre-filled.