How do I add a customer?

The quote page has a field for the customer. Start typing and DoneQuote searches your customer database. Already in there? Click their name and the details fill in. Not there yet? You can create a new customer directly from the quote with a name, address, and email.

New customers are saved automatically to your customer list under "Customers". That way you build up a customer database as you go, without having to set aside separate time for it.

If you have a customer with multiple locations or contacts, you can save them separately in the customer list under a distinct name or with an addition to the name. There is currently one contact per customer per quote.