Add a customer
How to add a new customer, and where their estimates, invoices, and job history live.
Every estimate and invoice is tied to a customer, so this is usually your first move on a new job.
- 1Go to Customers → Add customer.
- 2Enter their name, phone, email, and job address. Only a name is required — you can add the rest later.
- 3Save. You can now create estimates and invoices for them.
- 4Open any customer to see all their estimates, invoices, contracts, and appointments in one place.
Already have a customer list?
Don't type them in one by one — import them from Jobber or Housecall Pro in one step. See "Import your customers."
Still need help?
Talk to a real person — we typically reply within a few hours.