CLIENT MANAGEMENT

CLIENT MANAGEMENT

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

Residential

sarah.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

One place for everything that matters.

One place for everything that matters.

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

Residential

Client since Aug 2024

Lifetime Value

$4,280

Bookings

18

Avg Job

$238

Contact Details

sarah.j@email.com
📞(415) 555-0182
Booking HistorySarah Johnson

Deep Clean

Mar 14, 2026

Completed$320

Standard Clean

Feb 28, 2026

Completed$180

Standard Clean

Mar 22, 2026

Scheduled$180
🏠

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.

Activity

Payment confirmed

$320 received from Sarah Johnson

2 minutes ago · System

📄

Invoice created

Invoice #1042 · Deep Clean

11:48 am · Robert M.

📅

Status changed to Scheduled

Standard Clean · Mar 22

Yesterday · Maria G.

💬

Message sent

Booking confirmation · SMS

Mar 12 · Robert M.

Notes
📌Pinned

Gate code is 4821. Park in the driveway, not on the street.

Robert M. · Mar 10

Prefers eco-friendly products only — sensitive to strong scents.

Maria G. · Feb 22

Add a note about this client…

04 · NOTES

The context that makes every job better.

The context that makes every job better.

Capture what matters — betore, during, and after every job.

Capture what matters — betore, during, and after every job.

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

You've got questions. We've got short answers.

You've got questions. We've got short answers.

Yes. Clients can be created independently — just add their contact info and they're ready to book whenever you are.