Add and manage customers
Last updated: 3 October 2026
Customers are the companies you quote, bill and visit. Save each one once, with the people you deal with, then pick that record on every quotation, job and invoice.
Add a customer
Go to Customers and press New customer. The form is the client company and their contacts.
Company name
Search first. If the company is already in the list, pick it instead of creating a second record.
Tags
Optional labels so you can find a group of customers later.
Contacts
Name, phone and email for the people you quote and invoice. When there is more than one contact, set a primary.
Save customer
The customer then appears on the list and in the customer picker on new quotations and jobs.
Address, notes and accounting code
Open the customer to keep the address quotations and invoices should print, and notes the office needs (site access, who approves payment). If you export to AutoCount, set the customer's AutoCount code under billing and compliance. Without it, those invoices are skipped. See Export invoices to accounting.