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Clients, organized from contact to revenue

Keep client details, locations, and notes in one place. Link transactions to the right client and review income summaries over any date range.

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Client directory illustration

A client directory that stays usable

Fast lookup for the details you actually need.

Central client directory
Add, edit, search, and paginate through clients without losing context.
Contact details, neatly
Store email, office phone with extension, and a primary contact name + phone.
Address + map location
Autocomplete addresses, pick a point on the map, or use your current location when you're on-site.
QR contact card
Each client profile generates a scannable QR that encodes a vCard for quick sharing.
Income by client
See total income, transaction counts, and top clients for a selected date range.
Recycle bin controls
Soft-delete and restore when needed. Owners/admins can hard-delete for cleanup.

Designed for day-to-day client ops

Directory

Find the right client in seconds

Search the directory, review last-updated context, and switch to recycle bin mode when you need to undo a deletion.

Search + pagination

Fast lookup with pagination so the list stays manageable as you grow.

Recycle bin safety

Soft delete by default, then restore when needed.

Client directory list with search
Location

Capture where work happens

Save an address, add a map pin, and adjust it on the map. Use current location to speed up entry during visits.

Address autocomplete + map pick

Search for an address, then refine it by selecting on the map.

Current-location helper

When you're on-site, use your device location instead of typing.

Map-based client location picker
Transactions

Tie income to the right client

Select a client when recording a transaction. Create a new client on the spot, then review revenue summaries by date range.

Client field in transactions

Choose a client in the transaction drawer, or create one without leaving the workflow.

Revenue summary + top clients

Track totals and top clients over any selected time window.

Transaction drawer with client selection and revenue summary

Questions, answered

Ready to keep your client list clean?

Set up your directory once, then link every transaction to the right client.

开始使用了解更多