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Customers

Customer records linked to jobs, revenue, and invoices.

Open in app →
Step preview · Customers
FleatPro — Customers
Demo company UI · not live customer data

Steps

  1. 1

    Open Customers

    Go to Relationships → Customers.

    Open screen →
  2. 2

    Create a customer

    Add name, contacts, and billing details.

  3. 3

    Use on jobs and invoices

    Select the customer when you create jobs or raise invoices.