Complete customer records
Keep the details needed for quoting, visiting and billing together, including multiple addresses and tax identifiers.
Customers & items
Customer details in the right place.
Keep complete customer records and reuse your regular products and services on every document.
What you can do
Customers & items, in detail.
- Store a contact person, two phone numbers and optional email
- Keep separate billing and service addresses, plus tax identifiers
- Record call, SMS and email contact preferences and private notes
- Freeze customer details onto a document when it is created
- Save products and services with rates, categories and images
- Reuse catalogue items on estimates and invoices
Old documents stay accurate
Customer information is copied onto a document at creation, so later record changes do not rewrite the past.
Build documents faster
Choose saved products and services from your item catalogue, organised into categories with rates and images.
Good to know
Customers & items questions, answered.
Can a customer have more than one address?
Yes. Store multiple addresses and keep billing and service addresses separate.
What happens if I update customer details?
Existing documents stay accurate because the customer details were copied when each document was created.
Can catalogue items include images?
Yes. Saved products and services can include images and categories.