Where it lives
Sidebar → Clients.
Keep one clean customer record
- Search before creating a client.
- If duplicates already exist, use Clean up instead of adding another record.
- Use Import for a list or New Client for one customer.
- Open the client before creating estimates, jobs, visits, notes, or photos so the history stays together.
What happens next
The client becomes the shared anchor for work records and communication, so opening the customer later gives you the full thread instead of fragments.
Good to knowOne client record is much easier to trust than two nearly identical ones. Search first even when you think the customer is new.