People
Clients
Every client, every property, and the notes — not a contacts list that drifted out of date.
The client directory is the company record: name, property, tags, and notes. A lead and an active client live in the same list, because a lead is a job you have not won yet.
Open the client and you can see the work. You are not stitching a spreadsheet to a shared folder to remember which house is which.
- Client directory
- Contacts, tags, and notes for the people who hire you.
- Properties
- The address stays with the client, and the jobs stay with the address.
- Leads and active
- Who is still a prospect, and who already has work on the board.
- Job file
- From the client you can reach the estimate, the contract, and the job.