Client Page
Efficiently organize your clients on a single page.
How to Record Clients?
Clients can be recorded in two ways:
Automatic Recording: When clients book your service through the online service store, their details will automatically be recorded.
Manual Recording:
- New Client: Click the “New Client” button and enter the necessary information such as names, company name (if applicable), contact details (phone number and email), and address. After entering all required information, click the “Save Client” button to store the data.
You can view and manage specific client profiles, adding or editing information as needed. Additionally, you can access a transaction overview for each client, which includes all pending and completed transactions, as well as view past invoices and their amounts.
Start using Flowcarve for your Service Business for FREE!
- Easy quote to invoice generation
- Easy scheduling and dispatching process
- Employee management
- Free service online store for your business
- And more...