Sales & quotes
Find the client details behind the job.
Maintain contact and address details, tags, saved segments, notes, photos and attachments. Link clients to tasks, quotes, invoices and projects.
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How to use client records
- 01
Create or import a client record.
- 02
Add notes, tags, photos and supporting files.
- 03
Open the linked documents and tasks when following up.
Worked example
What this looks like on a job
Keep a homeowner’s contact information and site notes beside the quote and invoice for their renovation.
Illustrative workflow. Prices and scope are examples, not customer results.
Questions about client records
What can I do with client records?
Maintain contact and address details, tags, saved segments, notes, photos and attachments. Link clients to tasks, quotes, invoices and projects.
Which plans include client records?
All plans
Connected contractor workflows
See the workflow with your own job.
Choose a plan or request a walkthrough with the Fuzed Flow team.