Add a customer and a job
Everything starts with a customer and a job.
- Go to the Customers tab and tap New customer. Enter their name and how to reach them.
- If you like, send them an invite so they can follow the work in their own app. The job works either way.
- Tap the + button, then New job. Choose the customer and give the job a name.
- Tap Save. The job shows on your Jobs tab, ready for an estimate or a visit.