A Customer is the Person or Company you work for. The same Customer can have several Projects, so check the list before adding another profile.
1. Add a Customer
- Open Customers and choose New customer.
- Select Person or Company.
- Enter the name and a valid email address.
- Add the phone, town or city and postcode you know.
- For a Company, add a billing contact and billing email if needed.
- Choose Create customer.
Creating a Customer from a new Quote or Invoice uses that form’s in-place fields. Follow the instructions in Quotes or Invoices for those routes.
2. Find the Customer’s work
Open their record. Use Projects, Visits, Sites, Quotes, Invoices, Notes, Certificates and Files to find related records. Overview shows the Customer’s current position and work.
Use Add project from Projects when starting separate work for the same Customer. The selected Customer carries into the form.
3. Update their details
Open Customer settings for the main name and contact fields. Use the Company section for billing contact, billing address and registration details. Save and check the result.
Changes to the Customer profile do not rewrite published Quotes or issued Invoices. Review the recipient on each document before sending it.
If a Customer is missing
Check search, Person/Company, Site and archive filters. Ask for the relevant access if a known record is hidden rather than creating a duplicate.