Add a customer

Adding a customer is the 20-second part. Name is the only required field. If you'll email them a quote, add their email now — you can't send without it.

Three ways to add one

• Full form. Customers → Add customer. Use this when you've got details to enter (address, phone, notes) and no quote to write yet.
• Quick-add inside a quote or invoice. Starting a new quote for someone not in your list? The customer picker has a "Create customer" option that takes you through a trimmed-down form, then drops you back in the quote with that customer selected.
• Bulk import. Customers → Import. Paste rows from a spreadsheet — name, email, phone, address — and YardBill adds them all at once. Good for moving off a paper list or another tool.

What's required

Only the name. Everything else is optional.

That said: email matters if you'll ever send them a quote or invoice. No email on file, no send button. If you only ever charge this customer in cash on the spot, skip the email and the phone too — a name is enough to keep their history straight.

For tax-compliant paperwork you'll want their address on file before you send the invoice. The PDF pulls from whatever's saved.

Ready? Write them a quote.