Every job starts with a name. This is where the name lives.
One screen holds a client's contact info, their money picture, and every estimate, work order, and invoice you've ever run for them. Add them once and the whole pipeline autofills.
Clients
5 clients
Maria Gonzalez
maria.gonzalez@gmail.com · (512) 555-0112 · since 2026
One record, every job
Contact info, address, and history in one place. Pick the client once on an estimate and it carries through to the invoice.
Their money picture at a glance
Lifetime value, open balance, and average pay time sit at the top of every client. Know who pays fast and who owes you before you call.
The whole history, one screen
Tabs for invoices, estimates, work orders, and recurring schedules. Every record this client ever touched, without leaving the page.
A searchable list of everyone you serve
Each row shows initials, name, email, and city. Search matches name, email, phone, and city all at once — no remembering which field you used.
Clients
5 clients
Maria Gonzalez
maria.gonzalez@gmail.com · (512) 555-0112 · since 2026
Their whole story on one record
Quick Email and Call actions up top, a tab for every kind of record, editable details below. Everything you know about a client, in one place.
Maria Gonzalez
maria.gonzalez@gmail.com · (512) 555-0112 · since 2026
Four numbers that tell you who you're dealing with
Lifetime value, open balance, average pay time, and invoice count. A red open balance is your cue to check before you book more work.
Everything in Clients
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