Video Guides

Creating Your First Customer

Add a customer record with contact details so every quote and job stays linked to the right person.

Getting Started ยท 1:10

Video Coming Soon

This walkthrough will be published here shortly.

Introduction

Start with a clear customer record. Once the customer exists, quotes, jobs and invoices stay connected in one place.

What you will learn

  • Open the customers area and create a new record
  • Add name, address and contact details
  • Save the customer ready for quoting and job booking
0:49

Creating Your First Quote

Build a clear quote with labour, materials and totals, then send it to your customer.
Watch
0:38

Creating Your First Job

Turn an enquiry or accepted quote into a job you can schedule, update and complete.
Watch
0:38

Creating A Job

Learn how to create a job, add customer details and organise your first piece of work.
Watch

Start Using Total Tradesmen Today

Put this walkthrough into practice on your real jobs and customers.

Start Free Trial