Clients
Your client list, their jobs and history, tags, and email campaigns.
The Clients page holds everyone you do work for.
Adding clients
New Client for one at a time, or Import a spreadsheet to bring in your whole list. A client can also be created while making a new project.
A client's page
Open a client to see their contact details, Job History, invoices, Lifetime Jobs and Lifetime Value, recent activity, and a place to Post Note for your team.
Tags
Tag clients (e.g. "Commercial", "Maintenance plan") to sort and filter the list, and to pick who gets a campaign. Manage tags with the Manage tags button — the number next to each is how many clients have it.
Campaigns
The Campaigns tab sends email campaigns to all clients, a tag, or selected clients — write your own, start from a template, or draft it with AI, and send now or schedule it. You'll be asked to confirm before anything goes out.
Deleting
Deleting a client removes them from the list; their projects and invoices stay on record without a client attached.