TradesQuote now includes first-party customer records for teams that are not connected to a CRM. Saved customers can be searched, selected on new estimates, and linked to estimate history.
Customer Records
- Add, edit, and delete customers from the team workspace
- Store name, company, email, phone, and structured address fields
- Prevent duplicate customer emails within the same account
- Search customers by name, company, or email
Estimator Integration
The new estimate form requires a customer selection. Teams can select from saved local customers, or create a new local customer directly from the selector when no CRM result exists.
Customer Detail Pages
Each saved customer has a detail page with contact information and a table of linked estimates. Estimate sessions store a customer snapshot and local customer ID so public estimates and PDFs retain the right customer context.