Your client database is the foundation of job creation and invoicing. Every job is linked to a client, ensuring traceability and enabling accurate billing.
Adding Clients
Navigate to Clients → Add Client and fill in:
- Business Name and ABN/Business Registration Number
- Contact person, email, and phone
- Billing address and optional delivery address (auto-suggests on job creation)
- Payment terms (e.g., 14 days, 30 days) - applied automatically on all invoices
Enable the Client Portal for any client to give them a dedicated login where they can track jobs, view invoices, and make online payments. See Client Portal.
Rate Cards & Contract Pricing
Agree rates with clients in advance using Rate Cards - then attach a matching Route from the Routes Library to lock in pricing for recurring jobs.
When a job is created with a route and that route has a set price, the invoice auto-populates with the agreed amount. No manual pricing decisions, no billing errors.
Bulk Import
Onboarding multiple clients? Upload a CSV with name, email, phone, address, and ABN. Validate and import in one step.
Client Statement Generation
Generate a full statement of invoices, payments, and current balance for any client - PDF format, ready to email.
Last updated: 2026-03-13