Add Your First Customer

Who This Is For

Users who need to add customer records to QuoteBuilder before or while creating quotes.

What You'll Accomplish

By the end of this article, you will be able to:

  • Create a new customer record
  • Add contact information
  • Add billing and shipping addresses
  • Find customers for future quotes

Before You Start

Make sure you have:

  • Customer company name (required)
  • Contact name and email (recommended)
  • Address information (optional but recommended)

Step 1: Navigate to Customers

  1. Click Customers in the sidebar menu
  2. Click Customer List
  3. The customers dashboard appears

Step 2: Start Adding a Customer

  1. Click + Add Customer button at the top
  2. A customer form modal opens

Step 3: Enter Company Information

  1. Enter the Company Name — this is required
  2. Optionally select a Company Type from the dropdown
  3. Add any relevant notes in the notes field

Step 4: Add Primary Contact

  1. Enter First Name and Last Name
  2. Enter Email — used for sending quotes and invoices
  3. Enter Phone Number
  4. This becomes the default contact for this customer

Step 5: Add Address (Optional but Recommended)

  1. Click Add Address or expand the address section
  2. Enter Street Address
  3. Enter City, State, and Zip Code
  4. Select Country if applicable
  5. Mark whether this is a Billing Address, Shipping Address, or both

Step 6: Save the Customer

  1. Review all entered information
  2. Click Save
  3. The customer is created and appears in your customer list

What Success Looks Like

After saving:

  • The customer appears in your Customers list
  • You can search for this customer when creating quotes
  • The customer's contact and address information is available on quotes

Adding a Customer While Creating a Quote

You can also add customers directly from the quote editor:

  1. While editing a quote, click Add Customer
  2. In the search modal, click + New Customer
  3. Fill in the customer details
  4. Click Save
  5. The customer is automatically added to your current quote

Troubleshooting

Problem: Can't save customer

Cause: Company Name field is empty.

Solution: Enter a company name — it's the only required field.

Problem: Customer not appearing in search

Cause: Recently added customers may take a moment to index.

Solution: Wait a few seconds and search again, or refresh the page.

Problem: Can't add multiple contacts

Cause: Additional contacts are added from the customer detail page.

Solution: Save the customer first, then open their profile to add more contacts.

See also