Customers

The Customers tab is your client database. Every customer you add can be linked to jobs and invoices, so you always have their contact details and a full history of work in one place.

Customers are listed alphabetically with a colour-coded avatar generated from their initials.

1. Tap the Customers tab in the bottom navigation.
2. Tap the + button in the top-right corner.
3. Fill in the customer's details:

• Full name (required)
• Email address
• Phone number
• Address — start typing and choose from the autocomplete suggestions, or enter it manually
• Notes — any private notes about this customer

Tap Save. The customer is immediately available to link to new jobs and invoices.

Tap any customer in the list to open their profile, then tap Edit in the top-right corner. Update any fields and tap Save.

Changes to a customer's email or address automatically apply to future jobs and invoices linked to them.

Tap a customer to open their profile. You'll see two sections:

• Jobs — all jobs linked to this customer, with status badges so you can see what's active, done, or paid.
• Invoices — all invoices for this customer, with amounts and payment status.

Tap any job or invoice in the list to open its full detail screen.

Tap the search bar at the top of the Customers tab and start typing. Results filter in real time as you type — the list narrows by name after a brief delay.

You can also use the Search tab (magnifying glass in the bottom nav) to search across customers, jobs, and invoices at the same time.

To delete a customer, swipe left on their row in the customer list and tap Delete. Confirm the action in the prompt that appears.

Alternatively, open the customer's profile, tap Edit, and use the delete option at the bottom of the form.

Deleting a customer does not delete their associated jobs or invoices — those remain in your records but will show the customer name as "Deleted customer".