Customers are the foundation in MeisterOffice: every quote, every invoice and every project hangs off a customer.
Creating a customer
Under Projekte, Kunden (Projects, Customers) choose Neuer Kunde (New customer) or Neuer Lead (New lead) and the type:
- Privat (Private): title, first name, last name
- Firma (Business): company name, contact person, UID
Add the address, email, phone, the lead status and notes.
Leads and pipeline
The customer list shows a pipeline at the top with the number of customers per lead status. This shows you at a glance where prospects stand, and you can filter with a click. Change the status directly while editing.
The customer file
Clicking a customer opens their file: contact details, open balance, and all linked quotes, invoices and projects in one place.
Good to know
- Customers are archived instead of deleted, the history is kept. Use the filter to show archived customers.
- A correct email address saves trouble later when sending quotes and invoices.
- Search and the type filter (Private/Business) help keep an overview even with many customers.