Feature

Client Management, Simplified

Keep all your client information, estimate history, and project details in one organized, easy-to-search place.

Clients

Organized Client Profiles

Store everything you need about each client — name, email, phone, address, and notes. Quickly search and filter to find any client in seconds.

  • Complete contact information
  • Address and location storage
  • Quick search and filtering
  • Client-level notes
Search clients... + New JW James Wilson james@wilsonhomes.com Active 5 est. SR Sarah Rivera sarah.r@outlook.com Active 3 est. MK Mike Kowalski mike.k@gmail.com Pending 1 est. 3 clients • 9 estimates
History

Full Estimate History

See every estimate you've created for a client in one timeline. Track project status, review past pricing, and duplicate estimates for repeat work.

  • Chronological estimate timeline
  • Project status tracking
  • Duplicate past estimates
  • Revenue tracking per client
JW James Wilson 5 estimates • $23,400 total Kitchen Renovation Feb 10, 2026 Accepted $8,450 Bathroom Remodel Jan 22, 2026 Sent $6,200 Deck Repair Dec 5, 2025 Accepted $3,750 Garage Door Nov 18, 2025 Declined $5,000
Relationships

Build Lasting Relationships

Client management isn't just about data — it's about relationships. Keep track of communication, preferences, and history to deliver personalized service.

  • Client preference tracking
  • Quick-create from estimates
  • Associate clients to projects
  • Export client data
SR Sarah Rivera sarah.r@outlook.com (604) 555-0192 STATS Estimates 3 Total Revenue $12,600 Last Estimate Jan 15 TAGS Residential VIP Notes Prefers quartz countertops Budget-conscious, likes options Referred by James Wilson Add a note... Recent Activity Estimate #204 sent 2 days ago Estimate #198 accepted 1 week ago Client profile updated 2 weeks ago

Organize your clients today

Keep every client, estimate, and project organized in one modern platform.

Start Your Free Trial

No credit card required • 14-day free trial • Cancel anytime