Your customers and their history
34 sec, filmed in the app on our demo plumbing business
Start freeWhere your customers live in OneBookPlus and what you can see about each one. Add a customer from Contacts with their name, email and phone. Bookings and quote requests add customers for you too.
Open anyone to see every quote, invoice and booking on one timeline, with what they have been invoiced, what they have paid and what is still owing at the top. A simple customer record, built into the same app you quote and invoice from.
In this video
- 0:03
Open Contacts
Your customers live in Contacts. Press New Contact to add one.
- 0:07
Add a customer
Add their name, email and phone, then save. Bookings and quote requests add customers for you, too.
- 0:15
Everything on one timeline
Open any customer to see everything you've done for them. Quotes, invoices and bookings are all on one timeline.
- 0:23
What they have paid and what they owe
The figures at the top show what they've been invoiced, what they've paid, and what's still owing.
Common questions
Do I have to add every customer by hand?
No. You can add one from Contacts with their name, email and phone, and bookings and quote requests add customers for you too.
What can I see when I open a customer?
Every quote, invoice and booking for them on one timeline. The figures at the top show what they have been invoiced, what they have paid and what is still owing.
Read more
Read the transcript
Let's look at your customers in OneBookPlus.
Your customers live in Contacts. Press New Contact to add one.
Add their name, email and phone, then save. Bookings and quote requests add customers for you, too.
Open any customer to see everything you've done for them. Quotes, invoices and bookings are all on one timeline.
The figures at the top show what they've been invoiced, what they've paid, and what's still owing.
Start free today at onebookplus.com.au.