Free with an account
Customers
Every client in one place: how to reach them, where they're up to, what they owe.
- Dana Ruiz555 0142 · Kitchen tapQuoted
- Sam Okafor[email protected] · Boiler service · 2 jobsOwes
- Lee Park555 0199 · New radiator · paid 1,250.00Paid
Made up · a tap calls or writes
Where it fits
All tools5 After
6 Back office
Customers This toolSame step
Every step of a job
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01 Before the job
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02 Agree it
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03 On the job
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04 Get paid
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05 After
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06 Back office
- Customers This tool
- Tax set-aside
- 13-week cash flow
- Business card maker
- Job post builder & checker
Questions
Can I bring my list over?
Yes, from a spreadsheet file.
What do the stages mean?
Where each one is up to: quoted, owes or paid.
Can I start an estimate from here?
Yes, or an invoice, with their details filled in.
Who sees it?
You and your team.