Customer tab

Input all relevant customer information in this window. If this project pertains to an existing customer, select “Find Duplicate Customer” to import the contact information from a previous or existing job.

Entering the zip code will automatically populate the City, State and County fields. Also the building code, seismic zone, seismic coefficient, wind speed and ground snow load are set based on the zip code. These can be found in the job and building tabs.

To quote a job, at least the zip code and lead source have to be filled in.