View a customer's jobs, estimates, and invoices

Use a customer’s profile to see their jobs, appointments, estimates, and invoices, and to start new work for them.

View a customer’s work

1. Select Customers, then open the customer.
2. Select a tab: Jobs, Appointments, Estimates, or Invoices.
3. To open a record, select it in the list.

Each tab shows the number of records.

Start new work for a customer

1. Open the customer.
2. Select the tab for the type of work.
3. Select New job, New appointment, New estimate, or New invoice.

Sub-customers

A sub-customer’s work appears on its own profile, not its parent’s. See Sub-customers.

Related articles

• Create and edit a customer
• Find, filter, and sort customers
• Sub-customers