Customers
Copy. Paste.
Customer's in your system.
Copy customer details from an email or spreadsheet. AI recognizes name, address, and phone. Or import your whole customer list at once.
You shouldn't have to retype customer details
Customer details scattered across emails, texts, and notebooks. Looking it up and retyping it on every quote. With AI, you paste the details and they're filled in.
5 sec
to add a customer
100+
customers in one upload
0
retyping
How it works
From loose details to a customer record
Step 1
Paste the details
Sarah Mitchell, [email protected], 555-123-4567
Chris Parker, [email protected], 555-224-5566
Amanda Foster, [email protected], 555-998-7766
David Turner, [email protected], 555-345-6789
Step 2
AI fills everything in
Step 3
Or import in bulk
Drop a CSV or Excel file
Select fileDone
Capabilities
Your customer list, organized
Business or residential
Residential and business customers each get the right fields. For a company, contact person and business details are ready by default.
Find customers instantly
Search by name, company, or email. With a large customer list, you find the right one in a couple of letters.
Add customers from the quote
Add a new customer right from the quote form, without switching screens. Creating a customer and building the quote happen in one flow.
See the full history
Every quote for a customer is laid out in order, with date and status. See at a glance what's already been sent.
Write quotes
10x faster
Describe the job, AI writes the quote. Professional layout in seconds. Free to try, no credit card.
Start for free · No credit card · Set up within an hour