A client record that holds the whole relationship

What this does

Each client record holds their contact details, addresses and history together. Log an enquiry the moment a customer gets in touch, and every quote, job, invoice and note links back to the client. Search and filter across clients, quotes, jobs and invoices to reach the right record fast.

Why it matters

When the history is on one record, the next call is easier, nothing falls through the cracks between the enquiry and the quote, and any team member can help a customer without hunting for context.

Who it is for

Businesses that take repeat work, manage a growing customer list, and want every interaction tied to the right client instead of scattered across phones and inboxes.

Example workflows

• A past customer calls back. You open their record and see every job, quote and note from the last time you worked together.
• A new enquiry comes in by phone. You log it in seconds so it is ready to quote, and it never gets forgotten.
• You search a name, address or reference and jump straight to the right quote, job or invoice.

What you get

• A record for every clientKeep contact details, addresses and history together, so the next person to pick up the phone has the full picture.
• Capture enquiriesLog an enquiry the moment a customer gets in touch so nothing gets forgotten between the call and the quote.
• Full history at a glanceEvery quote, job, invoice and note for a client is linked to their record and easy to find.
• Find anything quicklySearch and filter your clients, quotes, jobs and invoices to get to the right record in seconds.

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