Adding a Customer

You can add customers from the web app or the mobile app. Customer records are shared across your entire team.

On the web app:

1. Click Customers in the sidebar

2. Click Create New in the top-right corner

3. Fill in the Contact Info tab:

1. First Name (required)

1. Last Name

1. Email — used when sending estimates and invoices

1. Phone

4. Expand the Address section to add street, city, state, and postal code

5. Click Save

On the mobile app:

1. Tap Customers in the bottom navigation

2. Tap the + button in the top-right

3. Fill in the customer details

4. Tap Save

The customer's full name is automatically computed from first + last name. Their email address is used as the recipient when you send estimates or invoices.