How do I manage customer records?

    Keep one centralized customer directory with contact info, history, attachments, and notes. The app should autofill returning customers everywhere.

    Scattered customer info — phone in your contacts, address on a sticky note, history in your head — costs you jobs.

    Glo Invoice has a centralized customer directory with full history (jobs, estimates, invoices, payments), attachments, notes, and CSV/PDF import for migrating from another system.

    Customer memory autofills returning customers across estimates and invoices, so you never retype the same address twice.

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