Customers

Adding New Customers

To enter a customer into the customer database, from the main screen, go to the navigation pane (accessible by tapping the menu button in the upper left-hand corner on your smartphone and already visible on the left-hand side of the screen on your tablet, desktop, and web-based versions of Haven).  In the upper right-hand corner of the Customers page, you will see an “Add” button.  Tap or click the “Add” button and fill in the requested information in the window that appears.  Finally, save the customer by tapping or clicking the “Create Customer” button at the bottom of the window.

Viewing Customer Information

Because Haven includes all of your core business tools in one place, the actions that you take with respect to a particular customer in different parts of the Haven app can easily be collected and displayed in the customer database.

To view customer information for a particular customer, from the main screen, go to the navigation pane (accessible by tapping the menu button in the upper left-hand corner on your smartphone and already visible on the left-hand side of the screen on your tablet, desktop, and web-based versions of Haven).  In the Customer page, tap or click on the entry for a particular customer.  The detailed view for that customer will appear.  Below the customer’s contact information and billing information, you will see documents related to that customer.  For example, if you have sent an estimate or invoice to that customer, you will see it listed here and can tap or click on it for more information.