Adding Your First Customer

Every quote and job in Klearcut is linked to a customer. Let's add your first one.

Step 1: Go to Customers

Click Customers in the main navigation.

Step 2: Click Add Customer

Click the Add Customer button in the top right.

Step 3: Fill in the Details

Enter the customer's information:

• Name — Person or business name
• Email — For sending quotes and invoices
• Phone — Contact number
• Address — Site or billing address

Step 4: Save

Click Save. Your customer is now in the system.

That's It

You've added your first customer in under 60 seconds. Now let's create your first quote.