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.
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Client Management and CSV Import
Your client list should tell you what happens next.
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
Import clients from a CSV exported by another tool. Review the columns, skip duplicates, and keep working from the same 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.
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
Import clients from a CSV exported by another tool. Review the columns, skip duplicates, and keep working from the same 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.
One feature, three fewer places to look.
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
Import clients from a CSV exported by another tool. Review the columns, skip duplicates, and keep working from the same 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.