Client Management

All Your Clients
In One Place

Store contact details, invite clients to fill their own info, and see quote and invoice history per client. Built for Australian and New Zealand businesses.

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Client management - store client details, invite by email or SMS, see quotes and invoices per client. For Australian and New Zealand businesses. — Client management

What It Does

Keep client contact details in one place. Search quickly, invite clients to complete their own details, and see all quotes and invoices per client with revenue and outstanding balance.

Store client details — name, email, phone, business name, notes
Full address — street, suburb, state/region, postcode, country (AU & NZ supported)
Quick search by name, email, or phone
Invite clients by email (or SMS) — they fill their own details via a link
Client detail page — total revenue, outstanding balance, recent quotes and invoices
Link expenses to clients for job costing
Create and edit clients anytime; delete when needed

Why It Matters

One place for every customer. Use the same details on quotes and invoices and see at a glance who owes what.

One source of truth

Add a client once. Their name, address, and contact details flow onto every quote and invoice you send.

Quote and invoice history

Open any client to see recent quotes and invoices, total revenue, and outstanding balance. Jump straight to the document.

Client invites

Invite clients by email or SMS. They complete their own details via a link—fewer typos and less data entry for you.

Frequently asked questions

Can I invite clients to fill in their own details?

Yes. Send a client invite by email (or SMS). They get a link to enter their name, address, and business details. Once submitted, the client is confirmed and you can use their details on quotes and invoices.

What client information can I store?

Name, email, phone, full address (street, suburb, state/region, postcode, country), business name, and notes. AU and NZ addresses are supported with state/region dropdowns.

Can I see quote and invoice history per client?

Yes. Each client has a detail page with total revenue, outstanding balance, and recent quotes and invoices. You can open any quote or invoice from there.