See a client's history, notes and messages

Open a client to see everything about them in one place: their balance, contact info, properties, and the history of their requests, quotes, jobs and invoices. Tap the text icon at the top to see your messages with them.

Open a client

• Tap the search icon, then type a name, address, phone number or #number. Tap the client in the results.
• Or tap the client's name on a job, an invoice or a conversation.

What's on the client page

At the top, next to Customer Profile:

• The message icon opens your conversation with the client, with all your texts and emails.
• The phone icon calls them.
• The mic icon (when Quoti Ai is on) lets you tell Quoti Ai what happened, for example after a call.

Below that you'll find:

• A street photo of their first property, with the address.
• Their name and Client balance, the total still unpaid on their invoices.
• Their email and phone. Tap either one to copy it.
• Details & Properties, to edit their details, properties and notes.
• Quoti Ai remembers, when Quoti Ai is on: details learned from your texts with this client, such as access, preferences or how they pay. Quoti Ai uses them in every draft, so fix anything that's wrong.

Browse their history

The history list shows the client's requests, quotes, jobs and invoices, newest first. Tap All, or tap an icon to see only requests, quotes, jobs or invoices. Invoices show Paid or Unpaid. Tap any item to open it.

Read and add team notes

Notes are for your team only.

1. On the client page, tap Details & Properties.
2. Scroll to Internal Notes. Each note shows who wrote it and when.
3. To add one, tap Add Note, write your note and tap Attach photos if you want to add pictures.
4. Tap Save.

Tap a note to edit it or delete it.

Start something new for this client

Tap + next to the client's name, then Quote, Job or Invoice. The client is already filled in.

Tips

• Team members who don't have access to full client info don't see the photo, address or contact details.
• If you see a Possible duplicate card, see "Merge duplicate clients".

Related articles

• Add a client and their properties
• Text and email clients from the Inbox
• Tell Quoti what happened after a call
• Merge duplicate clients