Finding a customer

1. Tap Customers.
2. Type part of a name, a phone number, an email, a street, a town or a ZIP in Find a customer.
3. Tap Find.

Narrow the list

• Tap New leads, Owes money, Late to pay, Job this week, Active or Archived.
• Pick a town or ZIP under Town or ZIP, then tap Show.
• Change the sort: Recent, Name, A to Z, Newest first, Last contact or Most owed.

Home has the same Find a customer box.