Managing Clients

Your clients are the heart of your business. Tallie helps you keep track of every customer, their contact information, addresses, and the work you’ve done for them over time.

What You’ll Learn

• How to add and edit clients
• Managing multiple addresses per client
• Viewing client project history and lifetime value
• Exporting your client list

Why Track Clients?

Good record-keeping pays off. When you track your clients in Tallie:

• Find info fast - No more digging through papers or old texts for a phone number
• See the big picture - Know how much work you’ve done for each client
• Build relationships - Notes and history help you remember the details that matter
• Stay organized - Link projects and estimates to the right people

Getting Started

Head to Clients in the sidebar to see your client list. From there you can:

1. Add new clients - Click the “Add Client” button to save a new contact
2. Search and filter - Use the search bar to find clients quickly
3. View details - Click any client to see their full profile and project history
4. Export data - Download your client list as a CSV file

Topics

• Adding Clients - Create new client records
• Client Addresses - Manage multiple job site addresses
• Client History - Track projects and total value

Quick Stats

The Clients page shows you three key numbers at a glance:

• Total Clients - How many clients you have saved
• Total Projects - Combined projects across all clients
• Total Value - The sum of all estimate values for your clients

These stats help you understand your client base and track growth over time.