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Managing Your Clients

Keep track of all your clients in one place. The Clients section stores contact details and shows a complete history of estimates and invoices for each client.

Accessing Clients

Click Clients in the sidebar navigation to view your client list.

 

Viewing Your Clients

The Clients page shows all your clients with their key details:

  • Name
  • Business name (if applicable)
  • Email
  • Phone

You can switch between Card view and List view using the toggle at the top of the page.

Use the search bar to find clients by name, email, or phone number.

 

Adding a New Client

  1. Click Add Client in the top right
  2. Fill in the client details:
    • Name (required) – The client's name
    • Business Name – Their company name (if applicable)
    • Email – Contact email address
    • Phone – Contact phone number
    • ABN/NZBN – Their business number (if applicable)
    • Address – Their address
  3. Click Save

 

Viewing Client Details

Click on any client to open their detail page. Here you'll see:

Contact Information

All the details you've saved for this client, which you can edit at any time.

Activity Timeline

A chronological history of all interactions:

  • Estimates created for this client
  • Proposals sent
  • Proposals accepted or declined
  • Invoices created
  • Payments received

This gives you a complete picture of your relationship with each client.

 

Linked Projects

Any projects associated with this client, showing:

  • Project name
  • Status (Active, On Hold, Completed, etc.)
  • Quick link to project details

Editing Client Details

  1. Open the client's detail page
  2. Click Edit or the pencil icon
  3. Update the information
  4. Click Save

Deleting a Client

  1. From the Clients list, click the menu icon on the client row
  2. Select Delete
  3. Confirm the deletion

Note: Deleting a client is permanent. Consider whether you need to keep the client for historical records.

Clients and Estimates

When you create an estimate, you can link it to a client. This:

  • Pre-fills the client's email when sending proposals
  • Associates the estimate with the client's activity history
  • Makes it easy to find past work for that client

Tips

  • Keep details current – Update email and phone when they change
  • Use business names – Helps when dealing with companies rather than individuals
  • Check history before quoting – Review past estimates to inform pricing

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