Clients & work
CustomersFind the right client without digging through your inbox.
Every client relationship in one clear record.
- Client timeline
- Search & open
- Quotes to invoices
- Notes on record
Overview
What Customers does in Invoicerr
Customers is where people and businesses you quote and bill live. Store contact details, company names and notes, then open a single timeline that pulls quotes, invoices, payments and jobs together. When someone rings about last month’s invoice or an open estimate, you answer from one screen instead of three folders. Suited to AU service businesses that want tidy records without a heavy CRM.
Key benefits
Why teams rely on it
- Search and open the right client in seconds
- See quotes, invoices, payments and jobs on one customer timeline
- Keep company names, contacts and notes with the work that matters
- Start a new estimate or invoice straight from the customer record
How it works
A simple path from setup to impact
- Step 1
Add the client once
Capture name, company and contact details so every document starts with the right party.
- Step 2
Work from their page
Create quotes, invoices and jobs without retyping addresses or guessing which email is current.
- Step 3
Review the timeline
Open the customer to see payments and delivery history before you call or follow up.
Perfect for
Built around real service work
- Tradies juggling homeowners, builders and commercial accounts
- Studios and freelancers with a growing client list
- Admins who answer “who do we bill for this?” all day
Ready when your next job is
Try Customers in a free Invoicerr workspace.
Create your account in minutes. Simple plans in AUD when you are ready to grow. See pricing for Starter, Pro and Team.