Add customer information to a quote

  • To add a customer to the quote, start typing the customer’s name (or company name) in the “Customer” field.
  • Click on the desired search result. The customer’s billing and shipping information will autofill into the relevant fields (as long as that information is already stored on the customer profile). You can manually edit this information on the job once it has been added.
  • Add an additional address line by clicking on the “+” next to the “Address” field (if needed).
  • Add additional shipping addresses with the “+Address” button below the address fields (if needed).

If you need to quickly add a customer, you can click the blue “New Customer” text above the customer field, rather than navigate to the “+ Customer Page”.


NEXT: 3.4a Dates, Delivery Method, and Payment Terms

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