Enter the customer's details (step 1)

How to use it

1. Press New Estimate, which opens 1 · Customer Details.
2. Type the First Name and Last Name, then Telephone and Mobile.
3. Type the Email Address(es). Press ＋ to add a second or third address; the quote goes to every address listed.
4. Type the Property Address and Postcode. This is the site the fitter goes to.
5. Add anything useful in Notes, such as parking, access or when the customer is home.
6. Press Next: Add Rooms ▶ at the bottom of the page.