Customers
Add New Customer
Last Updated: 9 November 2026Add a retail or business customer, find their address with Postcode Lookup, and create their email contact in one go.
Add New Customer with Contact
Last Updated: 9 November 2026Create a contact while adding a customer, or add more contacts later, and choose their Customer Portal access.
View Customer Details
Last Updated: 9 November 2026Open a customer to see and edit their details, addresses and assigned staff, plus their vehicles, job cards, invoices and more.
Search for Customer
Last Updated: 9 November 2026Find a customer by name, phone number, email or postcode, using the search bar, the Customers list or filters.
Make Customer Active/Inactive
Last Updated: 9 November 2026Turn a customer off without deleting them: inactive customers are hidden from dropdowns and don't get email or SMS notifications.
Delete Customer
Last Updated: 9 November 2026Permanently delete one customer, or several at once with Bulk actions. Deleting cannot be undone.
Change Post Code Lookup Country
Last Updated: 9 November 2026Choose which country Postcode Lookup searches when you add customer addresses, or turn the lookup off.