Step 1: Open Customers
TapClick the menu button at the top left of the screen, then Customers.TapClick Customers in the menu on the left.
Look forthe Customers item in the menu
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What this is
The Customers page shows your customers as cards or as a table. In the table each customer is one row: the person to call, their phone and email, their sites and jobs, and what they still owe on the invoices you have sent.
Your computer remembers the way you chose and the order. On a phone, customers are always cards.
Step 2: Click Table
Click Table, to the right of the search box. Each customer is now one row.
Look forthe Table buttonGood to know: Owed is what they still owe on your invoices, in red when part of it is overdue. Click it to open their invoices. Cards puts the cards back.
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Step 3: Click a heading to sort
Click Jobs at the top of the table: the customers with the most jobs come first. Owed puts whoever owes you the most at the top, and Customer goes back to A to Z.
Look forthe Jobs tab in the bar at the bottom of the screenGood to know: The Sort by box does the same, and your computer remembers the order you chose.
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Step 4: Click a chip to see a group
The chips above the search box each hold a group, with how many are in it: Owes money, Sites to sort out, No contact yet and Archived. Click one to see only them. All shows everyone again.
Look forthe Archived choiceGood to know: A chip shows once someone is in it.
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Step 5: Click Download
Click Download above the list. The customers on screen, with their contacts, phones, emails, addresses and what they owe, are saved as a spreadsheet that opens in Excel.
Look forthe Download buttonPicture coming