---
title: "Customer list for trades: reach, stage, paid | LocoTap"
description: "Every client in one place: how to reach them, where they're up to, their jobs and what they've paid. Start their estimate or invoice from it."
url: "https://locotap.com/tools/customers"
---

Free with an account

# Customers

Every client in one place: how to reach them, where they're up to, what they owe.

[Start free](https://locotap.com/sign-in?back=%2Ftools%2Fcustomers%2Fuse)

- Free account
- Yours only

Customers · 3 (Sample)

- Dana Ruiz 555 0142 · Kitchen tap **_Quoted_**
- Sam Okafor sam@example.com · Boiler service · 2 jobs **_Owes_**
- Lee Park 555 0199 · New radiator · paid 1,250.00 **_Paid_**

Made up · a tap calls or writes

Electrician · two vans · Example

**Before**

Customers lived in three notebooks and a thousand texts.

**Now**

One list says who owes, who's gone quiet and who's due again.

**212** customers in one place

## Where it fits

[All tools](https://locotap.com/tools)

5 After

- [**Home profile**](https://locotap.com/tools/home-profile)
- [**Equipment warranty certificate**](https://locotap.com/tools/warranty-certificate)
- [**Maintenance plan**](https://locotap.com/tools/maintenance-plan)
- [**Review reply drafter**](https://locotap.com/tools/review-replies)
- [**QR code maker**](https://locotap.com/tools/qr-code-maker)

6 Back office

**Customers**  This tool

Same step

- [**Tax set-aside**](https://locotap.com/tools/tax-set-aside)
- [**13-week cash flow**](https://locotap.com/tools/cash-flow)
- [**Business card maker**](https://locotap.com/tools/business-cards)
- [**Job post builder & checker**](https://locotap.com/tools/job-post)

**Every step of a job**

1. **01 Before the job**
   - [**Calls to return**](https://locotap.com/tools/calls)
   - [**Missed call guide**](https://locotap.com/tools/missed-calls)
   - [**Hourly rate finder**](https://locotap.com/tools/hourly-rate)
   - [**Flat-rate price book**](https://locotap.com/tools/trade-price-book)
   - [**Estimate & quote builder**](https://locotap.com/tools/estimate-builder)
   - [**Rebate finder**](https://locotap.com/tools/rebate-finder)
2. **02 Agree it**
   - [**Renovation contract**](https://locotap.com/tools/renovation-contract)
3. **03 On the job**
   - [**Jobs**](https://locotap.com/tools/jobs)
   - [**Change order**](https://locotap.com/tools/change-order)
   - [**Job photos**](https://locotap.com/tools/job-photos)
   - [**Before and after photos**](https://locotap.com/tools/before-and-after)
   - [**Billable hours log**](https://locotap.com/tools/hours-log)
   - [**Van stock list**](https://locotap.com/tools/van-stock)
4. **04 Get paid**
   - [**Invoice maker**](https://locotap.com/tools/invoice-maker)
   - [**Money chase**](https://locotap.com/tools/money-chase)
   - [**What each job made**](https://locotap.com/tools/job-profit)
5. **05 After**
   - [**Home profile**](https://locotap.com/tools/home-profile)
   - [**Equipment warranty certificate**](https://locotap.com/tools/warranty-certificate)
   - [**Maintenance plan**](https://locotap.com/tools/maintenance-plan)
   - [**Review reply drafter**](https://locotap.com/tools/review-replies)
   - [**QR code maker**](https://locotap.com/tools/qr-code-maker)
6. **06 Back office**
   - **Customers** This tool
   - [**Tax set-aside**](https://locotap.com/tools/tax-set-aside)
   - [**13-week cash flow**](https://locotap.com/tools/cash-flow)
   - [**Business card maker**](https://locotap.com/tools/business-cards)
   - [**Job post builder & checker**](https://locotap.com/tools/job-post)

## 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.

## Free with an account.

[Start free](https://locotap.com/sign-in?back=%2Ftools%2Fcustomers%2Fuse)