The Customers section is the starting point for all work in the shop. Every quote, job, and invoice belongs to a customer record. Keeping your customer list accurate and up to date ensures you can quickly pull up a customer's full history — all their past jobs, outstanding quotes, and unpaid invoices in one place.
You can find Customers under Operations › Customers in the left sidebar. The list is searchable and sortable. Use the search box at the top of the list to find a customer by name, email, or phone number.
When creating a customer you must choose one of two types. This affects how the customer appears in reports and how pricing tiers are applied.
Use this for businesses — auto body shops, fabricators, manufacturers, or any company that sends you work regularly. Commercial customers can have a pricing tier applied (e.g., volume discounts) and a credit limit set. They typically have a company name in addition to a contact person.
Use this for individuals — homeowners who bring in patio furniture, hobbyists with motorcycle parts, or anyone who is not representing a business. Non-commercial customers typically do not have a company name and are priced at standard retail rates.
Follow these steps to add a new customer:
To update a customer's details, find the customer in the list and click their name to open the Details page. Then click the Edit button (pencil icon) in the top-right corner of the details page.
You can also click the icon directly in the customer list to jump straight to the edit form.
All fields can be updated at any time. Changes take effect immediately and are reflected on all linked jobs, quotes, and invoices.
The Customer Details page is your hub for everything related to a single customer. Open it by clicking a customer's name anywhere in the system.
The details page shows:
The credit limit is the maximum amount of unpaid invoices a commercial customer is allowed to carry at one time. It is set on the customer record and displayed on the Customer Details page alongside their current outstanding balance.
When a customer's outstanding balance approaches or exceeds their credit limit, the system displays a warning flag on their record and on any new jobs or invoices you try to create for them. This is a visual warning only — the system does not automatically block new work — but it gives your team a clear signal to follow up on payment before starting more jobs.
If you do not want to set a credit limit, leave the field at 0 (the default), which means no limit is enforced.
If a customer is tax exempt (e.g., a non-profit or a reseller with a valid exemption certificate), check the Tax Exempt box on their customer record. You can also upload their exemption certificate as an attachment for your records.
When a tax-exempt customer is selected on a new quote or invoice, the tax rate automatically defaults to 0% — no manual adjustment needed. Tax-exempt customers are marked with a ★ in the customer dropdown when creating quotes and invoices so your team can spot them at a glance.
If a customer no longer does business with you, you can deactivate them rather than deleting them outright. Deactivating keeps all their historical jobs, quotes, and invoices intact for your records, but removes them from the active customer list so they do not clutter your search results.
To deactivate a customer: