John Smith
Customer since 2023
0412 345 678
123 Main St, Sydney NSW
Recent Activity
3 Quotes2 Accepted
2 Jobs1 Completed
2 InvoicesAll Paid
Know your customers better
Store customer information, track project history, and see everything at a glance. Multiple sites, contacts, and complete activity timeline all in one place.
- Central customer database (not just quote contacts)
- Multiple sites and contacts per customer
- Smart search by email, phone, name, or address
- Complete timeline (all quotes, jobs, invoices)
- Payment history and outstanding balances
- Notes and attachments per customer
Key Features
Multiple Contacts
Store multiple contacts per customer with roles and primary designation.
Multiple Sites
Track multiple addresses per customer with labels like Home or Office.
Activity Timeline
See all quotes, jobs, invoices, and payments in chronological order.
Smart Search
Find customers instantly by email, phone, name, or address.
Ready to try all the features for free?
Start your 10-quote free trial — zero setup quoting in minutes, no risk.