Customers

Your customer database is the foundation of Klearcut. Every quote, job, and invoice links back to a customer record.

What You Can Do

• Add customers — Create records with contact details and addresses
• Track history — See every quote, job, and invoice for each customer
• Store contacts — Multiple contacts per customer (site manager, accounts, etc.)
• Add notes — Keep important information at your fingertips
• Import in bulk — Bring in your existing customer list

In This Section

• Adding Customers — Create and edit customer records
• Customer Details — Contacts, addresses, notes, history
• Importing Customers — Bulk import from CSV