Skip Navigation LinksCustomers > Customer List

This list is a collection of all Customer records in your company. The list provides an easy way to manage, find and retrieve these records. The records are pre-sorted alphabetically. You can resort the list by any column when you click the label at the top of the column you want to sort.

Additional tools are provided to help you “Search Lists”, “Change List View” and “Filter Lists” by date range, status, resource, etc. The tools provided vary depending upon the type of list being viewed.

Adding your customers to your "Customer List" will save you time.

By having all your customers in one list, you can find them easily by using the search tool at the top of the list. You can quickly add your customers to new jobs, estimates, invoices, etc, without having to re-enter the customer information manually each time.

Step by Step

  1. Find "Customers" on the main menu at the top of your screen and click it.
  2. The "Customer List" is now open.
  3. Open an existing customer by clicking on the customer name or the edit icon