Every client. Every job. Every conversation. One page.
A client in Bit & Grain is the persistent record of every job you've done for them, every invoice you've sent, every appointment on the books, and every communication that's gone back and forth. Open the client, and the relationship is right there.
What lives on a client
Each client has a full profile, name, contact info, billing address, service addresses (clients can have multiple sites), and tags. Open the profile and you see every job they've ever had, every invoice (paid and outstanding), every appointment past and upcoming, and a running communication log.
Everything connects: schedule a job from the client page and the job inherits the client; send an invoice and it auto-fills the billing address; book an appointment and it shows up on the client's history.
- One profile per client, contact info, billing + multiple service addresses, tags.
- Job history, every job for this client, sortable by date or status.
- Invoice history, paid + outstanding totals at a glance.
- Appointment history, past visits + upcoming bookings.
- Communication log, typed notes + portal-rendered messages, time-stamped.
- One-click to start a new job, send an invoice, or book an appointment for this client.
Why client history matters for trades
Trade work is repeat work. The client who hired you for a deck this spring will probably want a fence next year and a kitchen the year after. The client who paid in 7 days last invoice will probably do it again. The client whose check was late three times, well, you want to know that before you take the next job.
Client history isn't a vanity feature; it's how you decide who to call back, who to upsell, who to follow up with for a referral, and who to require a deposit from. The CRM is the institutional memory of the business.
- Spot repeat customers and the cadence they hire on.
- See payment behavior at a glance, who pays fast, who pays slow.
- Tag clients (residential, commercial, VIP, deposit-required) and filter the list.
- Pull contact info into one place when it's time to call about a referral or a follow-up job.
Free-tier cap
Free includes 10 clients. Pro removes the cap. Everything else about the CRM, the profile shape, the history surfaces, the integration with jobs / invoices / appointments, is identical between Free and Pro.
Most one-truck operations test-drive Free with a handful of active customers and graduate to Pro as the customer base grows. The cap is on count, not on capability.
Available on the Free tier.
Ready to try Client CRM?
A client in Bit & Grain is the persistent record of every job you've done for them, every invoice you've sent, every appointment on the books, and every communication that's gone back and forth. Open the client, and the relationship is right there.