Customer Details

Each customer record stores everything you need to know about that customer.

Overview Tab

The main view shows:

• Contact information — Name, email, phone
• Address — Billing and site addresses
• Quick stats — Total jobs, revenue, outstanding invoices

Contacts

Add multiple contacts for a customer:

1. Open the customer record
2. Click the Contacts tab
3. Click Add Contact
4. Enter their details:
   • Name
   • Role (e.g., Site Manager, Accounts)
   • Email
   • Phone
5. Click Save

Use contacts when sending quotes — select who should receive it.

Addresses

Store multiple addresses:

1. Click the Addresses tab
2. Click Add Address
3. Enter the address details
4. Set a label (e.g., "Head Office", "Warehouse", "Site 1")
5. Click Save

Select the relevant address when creating quotes and jobs.

Notes

Keep important information about the customer:

1. Click the Notes tab
2. Click Add Note
3. Type your note
4. Click Save

Notes are timestamped and show who added them.

History

The History tab shows:

• All quotes sent to this customer
• All jobs completed
• All invoices and payment status

Click any item to open it.