Customer accounts and CRM view
Organize work around people and companies. See all jobs for a client, load milestone templates, and sync WhatsApp.
Person and company-centric view
Under Customers (/app/clients), projects are grouped by company or person. Instead of seeing an isolated list of jobs, you see each client entity with their active jobs, contact details, mobile number, and portal links in one place.
1-Click job templates
Start a new job directly on any customer account. Click “Start new job from template for this customer”, name the job, and pick an industry roadmap:
- Web & Software Development: 7 stages from discovery to staging and domain switch.
- Renovation, Trade & Construction: 6 stages from survey and rough-in to walkthrough.
- Repair, Service & Inspection: 6 stages from diagnostic estimate to road test and pickup.
- Brand & Creative Identity: 6 stages from moodboard to guidelines export.
- Consulting & Operational Audit: 4 stages from stakeholder interviews to executive review.
Every template step comes pre-configured with status and suggested customer approvals.
WhatsApp contact integration
Save a client’s phone number on their account card. Signal formats it into a 1-tap WhatsApp link with a personalized pre-filled greeting pointing to their live status page. No manual copy-pasting required.
Try it on a real job. 14 days free, no card.
Start free trial