Clients

Customer records, their history, and what they see from you.

• How to add a clientSave a customer's contact details so every job, quote and invoice you create for them lands on one record.
• What your customer sees when you send a quoteThe email, the quote page, and how a customer accepts or declines it, exactly as they'll see it.
• What your customer sees on an invoiceThe email, the invoice page, how they pay, and the confirmation once they have, exactly as your customer sees it.
• How to edit or delete a clientUpdate a client's contact details, add internal notes only your team sees, or remove a client record.