Create and edit a customer

Keep your customer records up to date in the Cinderblock mobile app.

Create a customer

1. Open your customers and start a new customer.
2. Enter at least one of the following: first name, last name, or company name.
3. Save the customer.

You can add contact details, addresses, notes, and tags now or later.

Note: A customer without an email address can’t receive notifications.

Create a customer while creating an estimate

You can also add a customer while you create an estimate: under Customer, select Select customer, then select New Customer. See Create and edit an estimate.

Edit a customer’s name

1. Open the customer and select Edit customer.
2. Change the first name, last name, or company name, then save your changes.

A customer must keep at least one name. If you close without saving, select Keep working to continue editing or Discard to keep the saved details.

Add email addresses, phone numbers, and addresses

A customer can have more than one email address, phone number, and address.

1. Open the customer and select Contact info.
2. Add or change an email address, phone number, or address, then save it.

An invalid email address or an incomplete phone number isn’t saved until you correct it. An address needs a street, city, and postal code.

Make an email address or address primary

To make another email address or address the customer’s primary one, select Set as primary on it. The primary address is the customer’s billing address.

Related articles

• Find and filter customers
• View a customer’s jobs, estimates, and invoices
• Create and edit a vendor