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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:
  3. Name (required) – The client's name
  4. Business Name – Their company name (if applicable)
  5. Email – Contact email address
  6. Phone – Contact phone number
  7. ABN – Their business number (if applicable)
  8. Address – Their address
  9. 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 every interaction Sammy has recorded for this client. Each event is its own row, so if you sent the same proposal twice, you'll see two separate "sent proposal" rows — one for each send.

You'll see:

  • Estimate created — when you started an estimate for this client (dated at creation, not when the status changed)
  • Sent proposal — every time you emailed a proposal. Each row shows the estimate number, a v{N} chip for the version the client received, and a PDF chip you can tap to download exactly what they got
  • Viewed — when the client opened the proposal link
  • Accepted — when the client tapped Accept
  • Declined — when the client tapped Decline
  • Requested Changes — when the client tapped Request Changes, with their message shown inline
  • Downloaded PDF — when the client downloaded the proposal PDF from the viewing page
  • Invoice raised — when you created an invoice for this client. If the invoice is currently paid or overdue, a small pill next to the event shows the current state

This gives you a complete picture of your relationship with each client — not just a summary, but the full back-and-forth.

Tip: Tap the v{N} chip on any "sent proposal" row to jump straight to the Version History for that estimate, with the exact version the client saw already highlighted. See Finding Past Proposal Sends for more ways to track down an earlier send.

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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