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How to

Put a customer on your books

Add someone in a few taps: a name is all it needs, the rest when you have it.

Length 0:32Solo and Team

The steps

Tap the plus.
New customer. A name is the only must.
Add a phone and an address if you have them.
Add customer. They're on your books.

Watch next

Send a quote from your own prices
Length 1:00Solo and Team
Price a job from your own rates, see it as the customer will, and send it when you're happy.
Keep track of what needs doing
Length 0:38Solo and Team
Call-backs and reminders in one list: what's due now, what's coming up, and what can wait.

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