How do I manage customer details?

The menu has a "Customers" section with an overview of all the customers in your account. For each customer you see the name, the email address, and optionally the address and phone number. You can add, edit, or delete customers by hand.

Customers you link to a quote are saved automatically to the customer database. That way you build up an overview of everyone you've worked with as you go, without any extra effort. On a next job from the same customer you can quickly find them again and link them to the new quote.

From the customer page you can also see an overview of all the quotes you've made for that customer. That gives you quick insight into their job history: which jobs were done, what they cost, and whether there are any open quotes.