Clients

The address book, history and revenue per client

Individuals and businesses, with what each brought you, their documents, jobs and notes.

  • Call, text, directions and e-mail in one tap
  • Collected and pending revenue, per client
  • All their quotes, invoices and jobs in one place
  • Business card with a shareable QR code
Clients

Questions about clients

Can several of us use it?

Yes. You can add team members and subcontractors, and assign people to a job. The account remains the company's.

Can I get my data back if I stop?

Yes, at any time: Profile → Privacy → Export my data. You get a full archive in a portable format, without going through us.

All questions →

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Quotes

Sections, bundles, items, free text: a quote is built the way you price.

Quotes

E-signature

Your client gets a link, opens the quote on their phone and signs.

E-signature

Invoices

Direct invoices or from a signed quote.

Invoices