Clients

Client hub with requests, quotes, jobs, and invoices.

Loading…

Client Hub

All clients, one place. Click a row to open their hub.

Client Property Type Status

Workflow

Request → Quote → Job → Invoice. All tied to a client.

  • Start with a Request when someone asks for work.
  • Convert it into a Quote with line items and pricing.
  • From an approved quote, create a Job for the crews.
  • When complete, generate an Invoice with a 15-day due date.

Everything stays under their client hub so you always know the story.

Loading…
Client Name
Property address • Type • Status

Track what they’ve asked for. Use this to remember conversations and feed quotes.

Quotes are priced work. Line items here will feed jobs and invoices.

Quotes

Jobs reflect approved work crews perform. They can edit notes while on site.

Jobs

Invoices pull from jobs. Each has an invoice date and auto 15-day due date.

Invoices