Platform Basics
Customers: your client book
Central customer records with full history, jobs, invoices, appliances and conversations. Start by go to Customers → New Customer, name, phone, email and address.
What it does
Every customer gets one record holding their contact details, sites, job history, invoices, quotes and linked appliances. When they phone about "that job from March", the answer is two clicks away. Customer records feed everything else, jobs, invoices and quotes all start from a customer.
When to use it
Add every customer here first; resist the temptation to keep names in your phone and details in your head.
Steps
- Go to Customers → New Customer, name, phone, email and address
- Open any customer to see their full history across tabs
- Start a job, estimate or invoice directly from the customer record
- Use search to find anyone instantly, by name, phone or address
About 5 minutes.
What it solves
Eliminates customer knowledge living in one person's memory or phone, the business owns the relationship, not the handset.
Why it matters
Complete customer history means confident pricing, faster repeat bookings, and a business that is sellable because its client book is real data.
Last updated 2026-09-05.