Add a customer

In the app: Customers tab → New

1. On the Customers tab, tap New. You can also tap New customer while choosing the customer on a quote; the new customer is then set on that quote.
2. Choose Person or Business.
3. Enter the Name. Email, phone and address are optional, but you need an email to send documents and reminders from the app.
4. Add Notes for yourself, like access or parking. They don’t print.
5. Tap Save.

Person or business?

This choice matters:

• Person is a consumer. Consumer protection rules apply: cancellation rights, deposit limits and the notices the law asks for.
• Business is a business customer. Consumer cancellation rights and deposit limits don’t apply.

Choose what is true for the job. See How local rules work.

Address and country

Leave Country empty if the customer is in your own country. The customer’s address decides which local rules apply, unless the quote has a different job address.

Find a customer

Use Search customers at the top of the tab. It searches names, emails and phone numbers.