How do I add or edit a customer?

Go to the Customer module and click + Add New (or More Actions›Add New Customer), fill in the General and Tax & Payment Terms tabs, and click Save. To edit a customer, open their profile and click Edit Contact.

Ways to add customers

Add a customer

1. Search the customer list first to make sure the customer isn't already there.

2. Click Customer in the top menu.

   • If it's greyed out or missing, you don't have access to this module. Ask your admin.

   

3. Click + Add New, or More Actions›Add New Customer.

4. On the General tab, fill in:

   • Customer Number: filled in for you if auto-numbering is on; otherwise type it.
   • Company Name: for a person rather than a business, use their full name.
   • Contact details: the contact's first and last name, email, phone and mobile. To save more than one email, separate them with commas, semicolons or spaces.
   • Website: the company's website.
   • Service Contract: click Choose File to upload the agreement.

   

   

5. Fill in the Service Location:

   • Location Name: the building or site name.
   • Street (required), Unit Number, City (required), State (required), ZIP (required), Country.
   • To add more service locations, edit the profile after saving.
   • Click Validate Address to show it on the map. Latitude and longitude fill in automatically.

6. Fill in the Billing Address, or check the box if it's the same as the service address.

7. On the Tax & Payment Terms tab, choose:

   • Tax Rate.
   • Payment Terms for Invoices: when payment is due on invoices.
   • Default Term for Estimate: when payment is due for estimates.

   

8. Click Save. The button stays greyed out until every required field is filled in.

The customer is added to your customer list. Open their profile to add more, such as extra locations, notes and files. See What's in a customer profile? (jobs, estimates, invoices, equipment, contracts, notes, files)

Edit a customer

1. Go to the Customer module.

2. Click the customer's name to open their profile.

3. Click Edit Contact in the upper-right corner.

4. Make your changes on the General and Tax & Payment Terms tabs.

5. Click Save.

If you changed the billing or service address, you'll see: "This change will update all estimates, jobs, and invoices created for this customer. Do you want to proceed?" Click Yes to update the address everywhere, or Cancel to save nothing. Check the new address first, especially if past records should keep the old one.

Make a customer inactive, active again, or delete them

Make inactive: open the profile, click Make Inactive (bottom-left), then Yes. The customer moves to the Inactive Customers list. To do several at once, select them in the list and use More Actions›Make Inactive.

Make active again:

1. Click More Actions›Show Inactive Customers.

2. Open the customer's profile and click Edit Contact.

3. Click Make Active, then Yes. The customer moves back to the active list.

Delete (cannot be undone): you must make the customer inactive first.

1. Click More Actions›Show Inactive Customers.

2. Check the box beside each customer to delete.

3. Click Actions›Delete, then Yes.

The customer list

The Active Customers list shows your active customers. Columns:

Search by customer ID, company name, contact name or location. Click a name to open the profile.

The More Actions menu has:

Common questions