ContractorTools allows you to maintain a list of your customers. Each customer can have any number of jobs and job sites. You can add to your list of customers by copying from your list of contacts on your iPhone or iPad, or by importing them from QuickBooks Online.

Tap "Customers" in the Home screen to view the list of customers:

The customers screen has the following functions:

  • < Back - Tap Back to go back to the home screen.

  • Map - Tap map to view the list of customers plotted on a map.

  • + - Tap + to add a customer.

  • Edit - Tap Edit to delete customers.

  • Sort - Tap sort to select the order of the customer list.

  • Filter - Tap filter to filter the list of customers by Tags, or to include inactive customers in the list.

Tap on a customer to select it and display information about the customer.

The customer screen has the following functions:

  • < Customers - Tap Customers to go back to the customer list screen.

  • Edit - Tap edit to edit the customer information.

  • Contacts - Tap Contacts to access the list of contacts associated with the customer. Each customer can have any number of contacts.

  • Job Sites - Tap Job Sites to access the list of job sites associated with the customer. Each customer can have any number of job sites.

  • Jobs - Tap Jobs to access the list of jobs associated with the customer. Each customer can have any number of jobs.

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