How it works
1
Auto-add from jobs
When you quote a job, the customer is added to your list. No manual entry for platform jobs.
2
Add manually
Add customers from your own jobs – name, email, phone, address and postcode.
3
Use for quoting
Select a customer when creating a quote. Postcode used for availability and scheduling.
Benefits
- One list of all your customers
- Auto-added from platform jobs
- Postcodes for scheduling
- Linked to quotes and invoices
- Add your own non-platform customers