Clients
Keep every customer profile and job history in one place.
Client profiles store contact and location details while tying invoices and quotes together for better follow-up and reporting.
- Store names, phone numbers, emails, and addresses for each customer.
- See related quotes and invoices without switching tools.
- Update notes and client details as jobs progress.
- Use quick client search when creating new documents.
Start free now and upgrade only when you need more.
All The Features You Need, When You Need Them
Start free with up to 3 clients, then upgrade anytime for Emmitt, your personal AI assistant, plus voice tools and unlimited clients.