How it works · 08/08
Clients & history
Every client with their full trail: quotes, contracts, invoices, notes, preferred language — and nothing ever gets deleted.
In the app
- 01
Create the client once; every project and quote links back to them.
- 02
Open their file: full history of quotes, contracts and invoices in tabs.
- 03
Set their preferred language and notes; flag bad payers with a reason.
- 04
Archive instead of delete: the history stays, forever.