CRM
Client records, structured
One client record carries contact, billing address, jobs, files, history, and notes. No spreadsheets, no scattered emails.
The problem
Service teams lose context fast — what did we quote last time? When did we last service this property? Spreadsheets and inboxes don't surface that.
How it works
- Step 01
Create the record
Capture contact, billing address, type (individual / company), and any notes.
- Step 02
Link work items
Every job, estimate, invoice, and report attaches to the client by ID.
- Step 03
See the timeline
Open the client and the full history is there — chronological, searchable, and exportable.
What's included
Structured contact + billing
Phone, email, website, plus address lines, city, state, ZIP, country.
Type-aware fields
Individuals get first/last name; companies get the legal name field.
Status states
Active / inactive / archived — archive keeps the history queryable without cluttering the active list.
Notes that travel
Free-form notes pinned to the client surface on every related job.
Permission-aware
Worker-level roles can view but not edit; manager+ can create and edit.
Built for SEO + portals
Same record shape backs the future client portal and shared report links.
Why teams choose this
- Eliminate spreadsheets and shared inboxes for customer data.
- Surface job history the moment you open a client.
- Keep billing data clean for invoicing.
- Give the right people the right access without sharing credentials.
What it looks like
Screenshot
Client detail with timeline
Screenshot
Client list with filters
Screenshot
Inline edit
Use cases
Service businesses
HVAC, plumbing, electrical, where repeat-customer history drives the next sale.
Property managers
Track multiple buildings under one client umbrella.
Contractors
Recurring commercial accounts that need clean billing addresses for ACH.
Works well with
Frequently asked
Can we import existing clients?
Yes — paste a CSV into the migration center. We map columns and let you review before commit.
Do clients see anything?
Not unless you explicitly share a portal link or a public document. Records are private by default.
Can two clients share a contact?
Yes — contact details are on the client row, so two clients can share a phone or email without conflict.
What's the difference between archived and deleted?
Archived clients drop from active lists but their history stays queryable. Deleted is permanent.
Can workers see client billing?
Role-gated. Workers see contact + job context; billing is manager+.
How many clients can we add?
No hard cap on any plan. Performance is tested to 100k records per org.
Try Client records, structured
Free for small teams. Activate it on your account in one click.