Adding and finding customers

Under *Customers* you create an entry with name, address, contact person, phone and email. Nothing but the name is required — you fill in the rest as you go.

Linked to everything

Every job, quote and invoice belongs to a customer, so the customer page shows the whole history in one place instead of scattered across folders.

Archive instead of delete

A customer you no longer work with can be archived instead of deleted — the document chain behind them stays intact for your accountant, the customer just leaves the active list.

Notes

A free-text note field per customer — for anything without its own field (access to the site, quirks of a contact person, what went wrong last time).