Build your client book
You’ll finish with: Every client’s contact details, job history and balance in one place.
← All help articles- Open Clients from the main nav.
Repeat clients show their lifetime revenue and any unpaid balance at a glance.
In the app: Open Clients
- Tap “+ Add client”.
Only Name is required. Phone, Email, Address and Notes can wait.
- Fill in what you know and tap “Add”.
You can always come back and fill in the rest once you’re mid-job.
- Search by name, phone, email, address or job to find anyone fast.
Handy on-site when you need a past client’s address without scrolling texts.
Worked examples on this page use a concreting job. Signed in, the same article uses examples from your own trade.