Features / Clients & import
Your client list should tell you what happens next.
See the estimates waiting for an answer, the invoices that need a reminder, and the work you've already done for each client. Import your list once and keep the history moving forward.
Included in the $19/month plan. No card required.
One record for the whole relationship
Open a client and see contact details, projects, estimates, invoices, payments, photos, and activity without searching through texts.
Bring your list with you
Connect QuickBooks Online or import a CSV from another tool. Homefront checks email and phone matches so you can review contacts already in your list.
See the next action
Pending approvals, overdue invoices, and open requests stay visible so a good lead does not disappear behind today's work.
How your client list comes over
1Export your listSave a CSV from your old software or spreadsheet.
2Check it before importReview names, emails, and phone numbers first.
3Bring it inClients land in your list, ready for an estimate.
4Keep it all togetherProjects, estimates, and invoices stay on each client.
Client list questions
Related features
QuickBooks Online Import →Client Requests and Google Reviews →Bilingual Pro App: English & Spanish →What can I import?
Connect QuickBooks Online to bring clients across directly, or import client names, contact details, addresses, and other supported fields from a CSV file. The CSV preview lets you fix column matches before saving.
How does importing handle contacts I already have?
CSV import flags matching email addresses and phone numbers before you save. QuickBooks Online links customers to existing clients when those details match. Review contacts without a matching email or phone after importing.
Can I see a client's old invoices and projects?
Yes. The client record keeps the work, documents, payments, and activity connected to that client.