Customers and leads

Customers

• Tap + Add customer on Customers, or let your assistant add them when you quote someone new.
• Have a list in Excel or another app? Tap Import, paste it or upload the file, check the preview and confirm.
• Open a customer to see their quotes, invoices, unbilled work and key dates like birthdays.

Leads

A lead is someone who's asked about your work but isn't a customer yet. Leads arrive from your website enquiry form, your connected email inbox, or when you tell your assistant ("new lead — Koos, geyser, 082 123 4567"). Add one yourself with + Add lead, or bring in a list with Import.

• Use the ⋯ menu on a lead to set its status (New, Quoted, Won, Lost), give it a category, Add as customer or Create quote.
• Reach out from the same menu with Email… or WhatsApp — both open a message for you to send.
• Every new lead gets follow-up reminders on day 1, 3 and 7 in your morning message, until you move it forward. Imported lists don't start these reminders.