Customers overview
The Customers area stores everyone you work with — homeowners, showrooms, and trade clients.
Who can do this
Users with Customers permission.
Steps
- Open Customers from the sidebar.
- Use Search to find customers by name, email, or phone.
- Click a row to open the customer hub with tabs for jobs, quotes, invoices, and more.
- Click Add customer to create a new record via the side drawer.
