Customers

Your customers are the people and companies you work for. Add them once, and they'll be available everywhere — in your logbook, invoices, and reports.

Customer list

The Customers page shows all your active clients. Click any customer to see their full details, including contact info and recent activity.

Adding a customer

Click the + Add button in the top right to create a new customer. Fill in the company name, VAT number (optional), and email address.

New customer form — The new customer form — enter the company name and optional details.

Customer form filled with realistic data — Fill in the details — here we're adding a bakery as a client.

Customer saved successfully — After saving, you'll see the customer details page.

Tip: Toggle the "Company" switch off if your customer is an individual person rather than a business.

Editing details

To edit an existing customer, click on them in the list and then click Edit. Make your changes and hit Save.

Editing a customer's details — Edit any customer field and save your changes.

Contacts

Each customer can have multiple contacts. This is useful when you work with different people at the same company. Add contacts from the customer detail page.

Adding a contact to a customer — Add a contact with name, email, and role.

Search & filter

Use the search bar at the top of the customer list to quickly find customers by name. The list filters in real time as you type.

Searching for a customer — Type to search — results filter instantly.

Archiving

Don't delete customers you're no longer working with — archive them instead. Archived customers won't appear in dropdown lists when logging time or creating invoices, but their history is preserved.