How it works
- 1Clients are saved as you quoteName, phone, email and address are kept the first time you quote them.
- 2See the full historyEvery quote, invoice and payment for that client on one screen.
- 3Set follow-upsGet reminded to chase a quote or book an annual service.
- 4Copy repeat jobsDuplicate a past quote for a returning client in seconds.
What's included
- Client notes, e.g. 'call before arriving'
- Follow-up reminders
- Import clients from a spreadsheet
- Repeat jobs in seconds
Common questions
Can I import my existing clients?
Yes. You can import clients from a spreadsheet (CSV), such as an export from your phone contacts or old software.
Is my client data safe?
Your data is private to your account, and you can turn on two-step login for extra protection.
Does it remind me to follow up?
Yes. Set a follow-up date on any client or quote and you'll get a reminder.
Part of the Instant toolkit
Quotes, invoices, diary and tax, all in one app
Instant Clients comes with everything else in Instant-Estimate, from photo-and-voice quotes to getting paid.
Start freeTry it FREE. Upgrade when it pays for itself.