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Members

Members are your clients and leads — everyone you do (or might do) business with.

Adding a member​

Click + New Member and fill in:

  • Name, company, phone, email
  • Service address (and billing address, if different)
  • For cleaning businesses: property type, square footage, bedrooms/bathrooms, service frequency, access notes
  • Tags — e.g. VIP, Recurring, Commercial, Seasonal, Referral

Corporate Accounts​

If a client is a company (not an individual), you can link their Member record to a Corporate Account — legal name, tax ID, billing details — so invoices and CFDI facturas (Mexico) pull the right business information automatically.

Member detail​

Opening a member shows their full history: past estimates, invoices, jobs, and a financial summary (total invoiced, total paid, open balance). You can generate a printable client statement from here too.

Search & filters​

Filter by type (residential/commercial) or search by name, phone, email, or city.