What's in Contacts
The Contacts page is your address book. There are two tabs:
- Customers — people you've quoted or invoiced. New customers are added automatically when you save the first quote for them, and any updates you make to their details on a new quote flow back here.
- Suppliers — places you buy materials from. Used to track spend in Insights ("Top supplier by spend") and to auto-fill the supplier field on line items.
Adding a customer
Two ways:
- From a quote — type a new customer name on Step 1 of the quote wizard. When you save the draft, they're added to Contacts automatically with whatever details you've entered.
- Directly — open Contacts → Customers tab → + New customer and fill in the form.
Adding a supplier
Same two ways:
- From a quote line item — type a new supplier name in the supplier field on any line. A "+ Add as new supplier" option appears in the dropdown — tap it and the supplier is saved.
- Directly — Contacts → Suppliers tab → + New supplier.
Editing or deleting
Each row has a small menu — edit details inline, or delete the contact. Deleting a customer doesn't delete their quotes or invoices; those stay in your history.
Why it matters
Beyond the address book, contacts power:
- Auto-fill on new quotes ("type the name and we'll fill the rest")
- "Best customer" and "Top supplier" rankings in Insights
- "Who owes me money" — outstanding-balance grouping by customer