Customers and jobs

On the dashboard, pick what you’re looking for, type, and press Search. If there’s exactly one match it opens straight away.

Go to Customers → Add a customer.

Go to Import (from Customers, or the dashboard’s setup strip).

From a customer’s page, or Jobs → New job.

Coloured labels on a job, the board and search results. Add one by hand with + Flag on the job, or let it add itself.

Tasks: give anyone a task, with a job, a due date and a priority; they get an email. Tick it done from the dashboard, the job or the task list.…

You can invite a customer under Team & logins (level: Customer). They see only their own project. Customers don’t need a login to sign proposals, approve change orders or pay…