1
Add a client
Open the More menu and tap Clients (on the web app, it's in the left sidebar), then tap the + button (Add Client on the web app). Enter their Name (the only required field), Company, Phone, Email, Address, and any Notes. When you convert a lead who isn't a client yet, they're added for you once you save the estimate or job (see the Leads guide).
2
View a client
Clients who came from a lead carry a tag like Lead · Google in the list. Tap any client to expand their card: phone, email, address (tap it to open maps), notes, and their most recent jobs and invoices. Use the Call, Text, Email, and Edit buttons to reach them or update their details.
3
Search clients
Use the Search clients... bar at the top of the Clients screen to find anyone by name, company, phone number, or email.
4
Edit a client from anywhere
You don't have to leave what you're doing to fix a client's details. Tap Edit on the Bill to block of an invoice or the Prepared for block of an estimate, or tap the pencil icon next to a client in the client picker.
Add a note to a client record for important job site details — gate codes, dogs on property, billing contact name, etc.