Customers

Add a customer and its contacts

Build the customer record that everything else hangs off — jobs, history and, with invoicing on, their documents.

Steps

Create the customer
Enter the company name and address. The address can then be reused on any job for that customer with one click.
Add contacts
Record the people you actually deal with, with their phone numbers and email addresses, rather than keeping them in your inbox.
Give them a colour
Each customer can have a colour, which is what makes the calendar readable at a glance when several customers run at once.
Add your own fields
If your work needs specifics this customer must carry — a permit number, a site requirement, a reference — add them as custom fields rather than putting them in a note.