Customers
Add and edit customers, import your existing list from a spreadsheet, and see every estimate and invoice for a customer.
Adding and editing customers
Create a customer, fill in their contact details, and update them later.
Importing customers from a spreadsheet
Bring your whole customer list in from a CSV — match your columns, preview, and import.
A customer's estimates and invoices
Jump from a customer to all of their estimates and invoices in one click.