Every client. Every detail. Always at your fingertips.
Client records that are organized, connected, and ready to act on. Nothing falls through the cracks.
Profiles
Booking History
Timeline Notes
Sarah Johnson
Residentialsarah.j@email.com
LIFETIME
$4,280
BOOKINGS
18
Recent Activity
Payment confirmed
$320 received
2 min ago · System
Invoice created
Invoice #1042
11:48 am · Robert M.
🏠
123 Oak Street
3 bd · 2 ba · 1,850 sqft
— WHAT YOU GET
Your clients, fully connected.
— 01 · CLIENT PROFILE
Stop bouncing between spreadsheets, texts, and memory. Every client has a complete profile
— ready to pull up in seconds.
All your client info, organized and editable. Name, email, phone
— all in one place, updated directly from the profile.
Know the relationship at a glance. See lifetime value, total bookings, and average job value right in the header.
Jump straight to action. Start a new booking for any client directly from their profile — no re-entering info.
Sarah Johnson
ResidentialClient since Aug 2024
Lifetime Value
$4,280
Bookings
18
Avg Job
$238
Contact Details
✉sarah.j@email.com
✎📞(415) 555-0182
✎🏠
123 Oak Street, Apt 4B
3 Beds · 2 Baths · 1,850 sqft
— 02 · BOOKING & PROPERTY HISTORY
See everything a client has booked
- and where.
When a client calls about their last job, you shouldn't have to dig. Their full booking history and property details are right there.
A complete booking record, per client. View recent bookings and drill into full history — all scoped to the client.
Property details saved, not re-asked. Store addresses, bedrooms, bathrooms, and square footage for every job.
Add new properties as clients grow. Got a client with a second home? Add the property and keep everything linked.
— 03 · ACTIVIY TIMELINE
A live log of everything that's happened.
From the first booking to the latest invoice, every touchpoint is tracked — automatically.
See the full picture of any relationship. Messages, invoices, payments, and status changes — all in one scrollable timeline.
Know who did what, and when.
Every event is timestamped and tied to the staff member who triggered it.
Never retrace your steps again. When something's in question, the activity log tells the story.
— 04 · NOTES
Leave notes that stick with the client. Add reminders, preferences, and flags that follow a client across every booking.
Keep the team in the loop without a call. Notes are visible to whoever needs them, right when they need them.
Never explain a client twice.
What you capture once stays with the record - for this job and every one after.
RUN YOUR CLIENT LIST LIKE A PRO
Ready to run your client list like a pro?
Included in every Scrub plan.
QUICK ANSWERS
Yes. Clients can be created independently — just add their contact info and they're ready to book whenever you are.
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