Know Your Customers — and Every Job You’ve Done for Them.
Manage client relationships, projects, estimates, invoices, and payments from one organized customer profile. Stay responsive, professional, and fully informed every time a client calls or emails.
Build Complete Customer Profiles
Keep every client organized from first contact to final payment
Store all customer information in one place including contact details, addresses, communication notes, and related projects. Quickly find the information you need without digging through emails or spreadsheets.
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Store customer contact and detailed information securely
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Track communication notes and activity history
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Search and filter customers instantly
Connect Work, Billing, and History
See the full customer story at a glance
Every estimate, project, invoice, and payment connects directly to the customer record. Understand past work, outstanding balances, and project progress without switching between screens.
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Link estimates, projects, invoices, and payments automatically
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View outstanding balances and payment history
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Maintain a complete service history across jobs
Deliver Better Customer Experiences
Respond faster and look more professional
Give your team shared visibility into customer activity so anyone can provide accurate answers quickly. Keep documents, approvals, and job updates connected to each client relationship.
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Store documents, contracts, and approvals securely
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Share access across teams using role-based permissions
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Improve communication with centralized records
Frequently Asked Questions
Got a question?
Get your answer
Quick answers to questions you may have. Can't find what you're looking for? Check out our full documentation.
You can create an invoice by selecting a client, adding line items, and setting the invoice date and due date. Invoices can be sent by email directly from the app or shared using a secure link. You can also download a PDF version to send manually if needed.
Draft: The invoice is still being created and has not been sent to the client.
Sent: The invoice has been delivered to the client but has not been paid yet.
Paid: Payment has been received and recorded.
Overdue: The due date has passed and the invoice has not been paid.
These statuses help you quickly see what needs attention.
Yes. Clients can pay invoices online using the secure payment link included with the invoice. Supported payment methods include credit cards and bank transfers, making it easy for clients to pay quickly and securely.
If a client pays outside the system (cash, check, or external transfer), you can manually record the payment by marking the invoice as paid and entering the payment method and date. This keeps your records accurate and your reports up to date.
An invoice may become inaccessible if it has been deleted, archived, or the client record was removed. You can restore access by resending the invoice or generating a new invoice link from the invoice details screen.
Yes. You can customize invoices with your business name, logo, contact details, payment terms, notes to the client, and optional attachments. This ensures your invoices look professional and match your brand.
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