Clients & getting work done

Use the connected customer profile and pickers

Reviewed: 2026-10-15

Keep a customer's work in one place.

Step-by-step guide

1. Open a customer and use Overview, Work, Documents, Messages and Payments to review linked records.
2. Choose Log activity and an available activity type. Use reason pickers for actions such as Request owner approval; add optional notes or a custom reason where offered.
3. Start a quote, invoice or follow-up from that customer. Review prefilled email and phone, and expand Additional details when needed.

Features depend on your plan, permissions and enabled provider connections. These guides explain tasks; reading a guide does not perform an action or confirm completion.