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Clients

Manage client vehicles like your own

Track client-owned vehicles, keep every client's details in one place, and share a job with your client through a preview link.

How it works

From first contact to a shared job
in a few taps

One simple client record

Every client gets one record: name, phone and email, plus an optional business name, ABN and address. Clients can be created inline during vehicle setup so you never lose momentum.

  • Name, phone, email
  • Optional business name, ABN, address
  • Inline creation during vehicle setup
  • Add business details anytime
New Client
Name, phone, email, plus optional business details
Business Name
Smith Earthmoving Pty Ltd
ABN
12 345 678 901
Phone
0412 345 678

Client-owned vehicles

Link vehicles to clients with full ownership tracking. When a job is created for a client-owned vehicle, the client is auto-populated on the job for seamless record keeping.

  • Link vehicles to clients with ownership tracking
  • Auto-populate client on jobs for their vehicles
  • Full service history per client vehicle
Smith Earthmoving
3 vehicles registered
CAT 320 ExcavatorClient-owned
EX-2019-0448 jobs
Komatsu PC200Client-owned
EX-2020-0125 jobs
Volvo A30G Dump TruckClient-owned
DT-2021-0073 jobs

Share a job with your client

Create a preview link for any job and send it to your client. You choose which sections they see and when the link expires, and they open it in a browser with nothing to set up.

  • One preview link per job
  • Choose the sections: overview, safety, team, dockets, photos
  • Set an expiry, or close the link anytime
  • No setup complexity for your clients
Job Preview
Smith Earthmoving · Shared link
Expires in 30 days
4
Safety docs
16
Dockets
18
Photos
Safety documents
SWMS · Bulk excavationApproved
JSA · Trench shoringApproved
Toolbox meeting · MonSubmitted
SafetyDocketsPhotos

Start organising your company today.

Set up your company, add your crew and machines, and run your first prestart before smoko. If you'd rather see it first, we're happy to walk you through it.

14-day free trial. Set up your company in minutes.