Client Management

Taskyy includes a complete client management workspace so contractor software users can keep customer records clean, searchable, and ready for every job.

What This Feature Does

Use Client Management to:

• Store contact details, addresses, and notes.
• Track communication history across jobs.
• Link invoices, quotes, and calendar events to each client.
• Search and filter your customer list quickly.

Best For

• Contractor management software teams handling repeat customers.
• Office admins who need accurate contact records.
• Owners who want one source of truth for every client.

How To Add A New Client

1. Open the Clients page.
2. Click Add Client.
3. Enter name, phone, email, and address.
4. Save the record.
5. Optionally attach notes for crew or office handoff.

How To Keep Client Data Organized

1. Use consistent naming conventions.
2. Add notes after every key interaction.
3. Link each quote/invoice to the right client.
4. Merge duplicate records when found.

Common Issues And Fixes

Duplicate Clients

• Search by phone and email before creating a new record.
• Merge duplicate entries and keep the most complete profile.

Missing History

• Confirm invoices, quotes, and events were created from the client context.
• Add summary notes when communication happens outside the app.

Related Docs

• Leads: /docs/core-leads
• Invoices: /docs/core-invoices
• Calendar: /docs/core-calendar

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Last updated: 2026-07-15