Customers
Manage your customer contacts, addresses, and billing information in one place.
Every invoice, estimate, and job in Service Invoice Pro is linked to a customer. Adding customer details once means they’re automatically available whenever you create a new invoice or job.
What You Can Store
| Field | Description |
|---|---|
| Name | Customer or company name (required) |
| Used for sending invoices and estimates | |
| Phone | Contact phone number |
| Address | Billing address (street, city, state, zip) |
| Notes | Internal notes visible only to your team |
Topics
Related
- Creating Jobs — link customers to jobs
- Creating Invoices — bill your customers
- Estimates — send quotes to customers
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