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Add, organize, and manage your client relationships
5 articles
Get started with organized quoting by adding your first client. This step-by-step guide shows you how to create complete client profiles on web and mobile in just a few minutes.
Add new clients without touching your phone using SemaQuote's AI-powered voice input. Perfect for job sites, between appointments, or anytime your hands are full. Available with Pro subscription.
Keep your client records accurate and up-to-date. Learn how to edit contact details, update addresses, manage notes, and understand how changes affect your existing quotes and invoices.
Find any client in seconds with SemaQuote's powerful search. Look up clients by name, email, phone, or location, even with partial information or typos.
Get the most out of client profiles in SemaQuote. View contact information, track lifetime value, access quote and invoice history, and build stronger customer relationships from one central location.