Clients

Manage your client directory.

The Clients tab is the directory of every company you work with. Each client links projects, invoices, and shared files, and is the anchor for that company client portal.

Updated May 2026

Add a client

Use Add Client to create a record. Only the company name is required; the other fields fill out the contact card and portal.

Open the Clients tab and click Add Client.
Enter the company name, which is the only required field.
Add a primary contact, email, and phone if you have them.
Set the status to Lead, Active, or Past.
Add private notes for internal context, then click Save Client.

Filter and open the directory

The directory lists every client with status filter pills across the top and KPI tiles for total count, active count, collected revenue, and outstanding balance.

Use the All, Lead, Active, and Past pills to filter the list.
Click a row to open the client detail page.
Use the row action menu to email the client or delete the record.

The client detail page

The detail page shows contact details, private notes, associated projects, shared files, and recent invoices, with KPI tiles for invoiced, collected, pending, and overdue amounts.

Click Invoice This Client to start an invoice prefilled with this client.
Use Upload File in Shared Files to attach documents to the client.
Click a project row to open that project.
Use the back arrow to return to the directory.

Notes

A Lead is promoted to Active automatically the first time you create a project or invoice for the client, or accept one of their proposals, so the status rarely needs changing by hand.