Client management
Know your clients.
Contact details, service addresses, notes, photos, and invoice history in one client record.
Start 7-day trialClients: Unlimited
At a glance
What you can do
Jobsite details
Invoice history
Route and service context
Records
Ready for the visit
A client record should help the next visit go faster: name, contact, address, notes, files, invoices, and recent activity stay together.
- Contact details
- Photos and files
- Invoice timeline
- Service notes
Reuse
One client record
Routes and invoices reuse the same client profile, so your team stops retyping addresses and customer names across tools.
- Create invoice from client
- Use client location for routes
- Keep billing history visible
- Search by name, status, or balance
Common questions
Does FacturaOS limit clients?
No. Individual, Pro, and PyME plans include unlimited clients.
Client management