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Clients & Requests
Clients & Requests
Keep client details together and turn inquiries into jobs.
Add and update clients
Keep client names, contacts, and addresses ready for projects and documents.
Set up your request form
Let customers send job inquiries from a shared link or your website.
Turn a request into a project
Review an inquiry, match the client, and create a lead project.
Clients & Requests Help & Guides | Dave
