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Client Management For Service Businesses Screenshot
Key Benefits
- Keep contact details ready
- Reduce invoicing mistakes
- Track customer history quickly
How It Works
For tradesmen who work with returning customers, having client details immediately available is the difference between a two-minute invoice and a ten-minute search through a phone or paper records. Tradesman Invoice keeps every customer profile in one organised place.
Each client record stores name, address, contact number, email, and any payment notes you want to keep — for example, a note that a customer prefers PDF invoices or always needs a purchase order number included. These details are automatically applied whenever you create a new invoice for that client.
The invoice history per client is available at a glance. You can see every past job, the amounts invoiced, and the payment status without searching through a list of all invoices. For service teams that revisit properties regularly, this history also helps with pricing consistency.
Client records can be updated at any time. If a customer moves address or changes their contact details, one update applies to every future invoice. Past invoices retain the details they were created with, preserving an accurate record.
Frequently Asked Questions
Can I store notes specific to individual clients?
Yes. Each client profile has a notes field where you can save payment preferences, purchase order requirements, site access instructions, or any other detail relevant to that customer.
How many clients can I store?
There is no fixed limit on the number of client profiles. You can store as many customers as your business requires.
Can I see all past invoices for a specific client?
Yes. Every client record shows their complete invoice history including dates, amounts, and payment status, so you have a full picture of the relationship in one view.