Add and manage your customers

Sales → Customers is your CRM — every customer you quote, invoice or schedule a job for lives here.

1. 1Go to Sales → Customers → New Customer.
2. 2Choose Individual or Business — business customers can record a company name and ABN.
3. 3Fill in email, phone and any notes, then click Create.
4. 4Open any customer to see their full history — jobs, quotes and invoices — and to add site addresses.