Managing Customers

From the dashboard, go to Customers → Add Customer. Enter their name, email address, and/or phone number. At least one contact method (email or phone) is required so you can reach them with quotes and invoices.

You can also create a customer inline while building a new quote — just start typing their name in the customer field.

The Customers page shows all your customers in a searchable list. Use the search bar to find anyone by name, email, or phone. Each customer entry shows their contact info and a count of their quotes and invoices.

Click any customer's name to open their detail page. From there you can edit their name, email, and phone number. Changes take effect immediately and appear on any new quotes you create for them.

The number of customers you can add depends on your plan:

• Free plan — up to 25 customers
• Pro plan — unlimited customers

If you're approaching your limit, you'll see a warning in the dashboard. Learn about Pro.