Is customer management included on the Essentials plan?

Yes. The customer database, search, and quote history are included on every plan — Essentials and Pro.

INCLUDED ON EVERY PLAN

Keep clients, quotes, invoices and signed records in one place

Q: Can I search my customer list?

Yes. The Customers page has a live search box. Type any part of a name, address, or phone number and the list filters instantly.

Save customer details once and reuse them on every quote. A simple searchable address book with full job history — not a CRM, not a spreadsheet, just what you actually need to follow up and get paid.

One place for every customer

Tradespeople deal with dozens of customers at a time — site visits, quotes in progress, jobs running, follow-ups pending. Customer details end up scattered across phone contacts, email threads, notepads, and the back of a receipt.

TailoredQuote gives you a simple, searchable address book that lives alongside your quotes. Add a customer once. Every quote you create for them is automatically linked. When you need to find Mrs Patterson’s address for a return visit, it’s one search away.

How It Works

Step 1

Add a customer

Click Customers in the nav bar. Add a new customer with their name, address, phone, and email.

Step 2

Create a quote

When building a new quote, select an existing customer. Their details are pre-filled automatically — no retyping.

Step 3

View quote history

Every quote linked to that customer is visible on your Saved Quotes page. Filter by customer to see their full history.

Step 4

Search and find

The search box filters by name, address, or phone number as you type. Find any customer in seconds.

What You Can Store

Each customer record includes:

Full name
Address — used on quotes and invoices
Phone number
Email address — used for sending quotes for signature

All fields are editable. Update a customer’s address and future quotes use the new one. Past quotes keep the address that was current when they were created.

14-day free trial. No card needed. Cancel any time.

Organise your customer list

Connected to Everything Else

Customer records aren’t an isolated database. They’re woven into the rest of TailoredQuote:

Quotes — select a customer when creating a quote and their details pre-fill
Saved Quotes — filter your quote list by customer name
E-signatures — the customer’s email is used when sending a quote for digital signature
Invoice tracking — see which quotes for each customer have been paid
Repeat invoices — duplicate a previous quote for the same customer in one click
Data export — all customer records are included in your full account download

Better Than Contacts Apps and Notepads

Without TailoredQuote

Customer details in phone contacts, emails, and notepads
Retype the address on every new quote
Can’t see how many quotes you’ve sent a customer
No link between the customer and their documents

With TailoredQuote

One searchable database for all your customers
Details pre-fill on every quote
Full quote history per customer
Everything linked: quotes, signatures, invoices

Frequently Asked Questions

What customer details can I save?

Name, address, phone number, and email. Each customer is linked to every quote you create for them.

Can I search my customer list?

Yes. The Customers page has a live search box that filters by name, address, or phone number as you type.

Do I have to type customer details on every quote?

No. Select an existing customer when creating a new quote and their details are pre-filled automatically.

Is this included on all plans?

Yes. The customer database, search, and history are included on Essentials (£35/month) and Pro (£68/month). Both include a 14-day free trial.

Can I export my customer data?

Yes. The Download Your Data feature on your Account page includes all customer records alongside quotes, mockups, and signed agreements.

All your customers, quotes and invoices in one place.