- Go to Customers → Add a customer.
- Enter a person or a business, phone, email, address and how they found you.
- Save. From their page, Add a job.
A customer’s page lists their jobs and notes. Search the list by name, phone, email or address.
A customer’s page lists their jobs and notes. Search the list by name, phone, email or address.
← All articles · Still stuck? Contact us, or use Help & support → Report a problem in the app.