Managing Your Client Database

The Clients page is your contact database — every person or business you quote, invoice, or produce work for. Keeping it organised means faster quoting and better client relationships.

Adding a Client

Go to Clients and click Add Client. Enter the client's name, email, phone, company name, and address. Only the name is required — fill in the rest as you learn more about them.

You can also create clients on the fly when creating a quote or invoice — just click "New client" in the client selector.

Client Detail Page

Click any client to see their full profile. The detail page shows:

• Contact information
• All quotes associated with this client
• All invoices associated with this client
• All jobs linked to this client
• Tags for categorisation
• Interaction timeline (notes, calls, emails, meetings)

Searching and Filtering

Use the search bar on the Clients page to find contacts by name, email, or company. The search is instant and searches across all fields.

Tips

• Always enter an email address — you'll need it for sending quotes and invoices
• Use tags to categorise clients (see the Tags guide)
• Keep client addresses up to date for shipping labels and invoices