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Client notes and document history

See every quote and invoice for a customer, plus your notes, in one place.

Each client has a profile that pulls together everything you have done for them — their totals, their jobs and any notes you keep on file.

  1. Open the Clients tab and tap a client to open their profile.
  2. The three cards at the top show JOBS (how many jobs you have done), BILLED (total invoiced) and OWING (what is still unpaid).
  3. Scroll to Document History to see every quote and invoice for that client, each with its status and amount — tap any one to open it.
A client profile showing the Jobs, Billed and Owing cards above the Document History list

Notes are handy for gate codes, a dog on site, or preferred contact times — anything you want on hand next visit. Add or change them by tapping Edit on the profile; they show in the Notes card.

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