Customers & projects - Docs

Keep every customer, project, quote and note in one linked record instead of scattered files.

Customers and projects are the hub everything else in Avitly hangs off. A quote, offer, order or invoice is always tied back to the project it belongs to, and the project back to the customer.

Adding a customer

Click "New customer" and step through Company, Address, and Contact. Only the company name is required; email, phone and website are checked for a valid format as you type. Deleting a customer keeps their projects and quotes in place, it just removes the link to that customer.

Setting up a project

Create a project and attach it to a customer. A project carries its own job number, site address and contact, start date and deadline, and a budget, separate from the customer's own details.

Working from the project page

A project's Sales section groups its Quotes, Orders, Invoices and Purchase orders into their own tabs, so you are always looking at the documents for this job rather than filtering a global list. A financial strip across the top of the project overview shows Quoted, Ordered, Invoiced and Paid, so you can see at a glance how far a deal has moved from a price you offered to money actually collected.

Notes

Add a note from the project with "Add note" to keep a record that is not a quote, a task, or a message thread, things like a decision made on a call, or a reminder for next time. Mark a note important to have it stand out in the feed. Notes are a flat, newest first list rather than a threaded conversation.

Tips

A project's headline value reflects an order if one exists, and falls back to the latest or accepted quote if it does not, since the order is the firmer number once one exists.
Deleting a customer is non destructive to their history: projects and quotes stay, only the customer link is removed.
Use the Sales tabs on the project rather than the global Quotes, Orders or Invoices lists when you want everything for one job without filtering.