Your First Customer

Adding your first customer is the starting point for creating estimates and invoices. You need at least one customer before you can create any documents.

On the web app:

1. Click Customers in the sidebar

2. Click Create New in the top-right

3. In the Contact Info tab, fill in the First Name (required), and optionally last name, email, and phone

4. Expand the Address section to add their street, city, state, and postal code — this appears as the "Bill To" address on estimates and invoices

5. Click Save

On the mobile app:

1. Tap Customers in the bottom navigation bar

2. Tap the + button

3. Fill in the customer details and tap Save

Customers are shared across your entire team — anyone on your account can see and create estimates or invoices for any customer. Each customer record has tabs showing their related Invoices, Estimates, and Projects so you can see all activity at a glance.