Note down things that matters to estimates
Record key details to clarify project scope and ensure estimates align with the client’s vision—capture anything they mention that might affect the quote.
Nail every quote with perfect client details
Client Sync lets you capture and organize client details in one simple tool. Keep everything in sync and turn consultations into contracts with confidence. Save time, impress clients, and get it right the first time—every time.
Review and sync with clients
Review permits, action items, start time, parking, and occupancy details with the client. Sync to confirm everything’s set and aligned before starting.
Make internal notes only you can see
Log private notes about client preferences or quirks—like last-minute changes or strict HOA rules—and project specifics (e.g., tricky access points) not shared with the client.