Customer Management

Overview

The Customers section lets you keep a central record of everyone you do work for. Customer records link to jobs and invoices, so keeping them accurate means less data entry and better organisation across the whole system.

Adding a Customer

To add a new customer, click Customers in the sidebar and then click Add Customer. Fill in the following fields:

• Name — the customer's full name or business name.
• Email — used for sending invoices, quotes, and other correspondence.
• Phone — a contact number for the customer.
• Address — the customer's street address.
• City — the city or town.
• Postcode — the postal or ZIP code.
• Notes — any additional information, such as gate codes, access instructions, preferred contact times, or special requirements.

Click Save to create the customer record.

Viewing the Customer List

The Customers page displays all of your customers in a searchable list. Use the search bar at the top to quickly find a customer by name, email, or phone number. The list shows key details at a glance so you can identify the right record without opening each one.

Viewing a Customer's Profile

Click on any customer to view their full profile. The profile page shows:

• Contact details — name, email, phone, address, and notes.
• Linked jobs — all jobs associated with this customer, past and present. You can see the status of each job and click through to view the full details.
• Linked invoices — all invoices raised for this customer, including their payment status.

This gives you a complete history of your relationship with each customer in one place.

Editing Customer Details

To update a customer's information, open their profile and click Edit. You can change any of the fields — name, email, phone, address, or notes. Click Save to apply your changes.

Updated details will be used on any new jobs or invoices created for that customer going forward. Existing documents retain the details that were current at the time they were created.

How Customers Link to Jobs and Invoices

Customers are the connecting thread between your jobs and invoices:

• When you create a job, you select a customer. The job is then linked to that customer's profile.
• When you create an invoice — either manually or from a completed job — the customer's name, email, and address are pulled in automatically.
• When you create a quote, the same customer details are used.

This means you only need to enter a customer's details once. Every job, invoice, and quote for that customer will reference the same record, keeping everything consistent and easy to find.