Customers and sites

Add a customer, site and contact

See Add your first customer and site for the steps. In short: Customers & sites → New customer, then Add site and Add contact on the customer’s page.

The Contacts tab shows whether each contact uses the customer portal. To invite one, see Give a customer portal access.

A site is anywhere you do work for that customer: a house, a shop, a school, a plant room. Each site keeps its own access notes, hazards and equipment.

Put a customer on stop

When a customer owes money and you don’t want to take on new work:

1. Open the customer and choose Put on stop.
2. Say why, for example “Invoices over 60 days”.

Their name shows an On stop warning everywhere, and anyone logging a job is asked to confirm. Choose Take off stop when it’s sorted.

Archive a customer

Choose Archive when you no longer work for them. They’re hidden from lists and their sites become read-only. Nothing is deleted, and you can Restore them later.

Merge duplicates

If the same customer was added twice, open the one to get rid of and choose Merge into…. Its sites, contacts and equipment move to the customer you keep. This can’t be undone.