Adding a customer

Go to the Customers tab and tap the + button.

Enter:

• Name (required)
• Phone (optional — needed for SMS)
• Email (optional — needed for invoice emails)
• Address (optional — auto-fills on new jobs)
• Notes (optional — reminders like "has a dog" or "use side gate")

You can also add customers on the fly when creating a job — just tap "Add new" in the customer picker.