PlanIt Estimating · Customers & Job Details
Save a customer and reuse them on a new quote
What does this do?
Save a customer once and their details are ready for the next quote. The Customers screen is your customer book: search it, add people by hand, edit them and put old ones away.
How to use it
- On 1 · Customer Details, fill in the name and contact details, then press 💾 Save Customer. You will see Customer saved (or updated if they are already on file). The estimate stays open.
- To see everyone, open the sidebar More menu and press Customers.
- Type in Search by name, address or phone… to find someone.
- Press 📋 Use on a customer to load their details into the estimate you are working on.
- Press ✎ Edit to change details, status or notes, then 💾 Save Customer. Press + New Customer to add someone without starting a quote.
- Press 🗑 to archive a customer. They are hidden, not deleted: press 🗄 Show archived and then ↩ Restore to bring them back.
Questions this guide answers
- How do I save a customer for next time?
- Where is my customer list?
- How do I start a quote for an existing customer?
- How do I delete or restore a customer?