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Managing Clients
The Clients section is a contact directory of everyone you work with. Clients are linked to proposals, projects, and invoices.
Creating a Client
Click New client from the Clients list. You can also create a client inline while building a proposal (Step 1 — Basics).
Client fields
Contact details
| Field | Notes |
|---|---|
| Client name | The person's name (required) |
| Business name | Company or trading name |
| Primary contact email | |
| Phone | Contact number |
| Website | Optional URL |
Business details
| Field | Notes |
|---|---|
| Company type | Individual, Freelancer, Startup, SMB, Enterprise, Agency, Educational, Non-profit |
| Industry | Client's industry sector |
| GST / Tax ID | GSTIN for GST-registered clients — used on invoices |
| Payment terms | Default terms preference (e.g. 30 days net) |
Address
Full address fields: line 1, line 2, city, state, postal code, country.
Notes
Free-text internal notes — visible only to your team, never to the client.
Client Logo
On the client detail page, click the logo area to upload an image. Supported formats: JPEG, PNG, WebP, SVG. Maximum file size: 1 MB. The logo appears on proposals and invoices sent to this client.
To remove the logo, click the existing image and select Remove.
Client Tabs
Each client has three tabs:
Details
All the fields above. Edit and save at any time.
Trust Score
A computed reliability metric based on the client's payment history with your workspace. The score considers:
- How promptly they pay invoices
- Whether invoices have gone overdue
- Overall payment consistency
The trust score builds up over time as you invoice and track payments for this client.
Activity
A timeline of all interactions with this client across your workspace:
- Proposals sent and their outcomes
- Projects linked to them
- Invoices and payment status
Searching Clients
Use the search bar on the Clients list to filter by name or email.
Deleting a Client
Hover a client row in the list and click the delete icon. Clients linked to active projects cannot be deleted.
WARNING
Deleting a client removes their record but does not delete linked proposals, projects, or invoices. Those records will show the client name but lose the link to the contact.