Clients

What are Clients?

Manage your client directory in one searchable place so your team always has accurate client information. Every quote and delivery links to a client for a complete interaction history.

Clients represent the businesses and people you sell to. The Clients section gives you a single, searchable directory of every client your team works with. Every quote and delivery links back to a client so you never duplicate records or lose contact details.

What you can do

• Add new clients with full contact details including name, address, phone, email, tax ID, and payment terms.
• Search your client directory by name or tax ID with instant results as you type.
• Set up multiple delivery addresses per client and mark one as the default for new quotes.
• Archive inactive clients to keep your active directory clean while preserving their full history.
• View every quote, delivery, and return for a client in one activity feed sorted by date.
• Spot duplicate clients before creation with automatic name-similarity checks and warnings.
• Assign a unique client code that appears as a shorthand identifier on quotes and delivery documents.

How to...

Sales reps and managers can add, edit, and archive clients. Each task takes under a minute.

Add a new client

1. Navigate to Clients from the sidebar to open your client directory.
2. Click the "New Client" button in the top-right corner of the page.
3. Fill in the required fields. At minimum: the client's name, address line 1, city, and state.
4. Optionally add contact details like phone, email, or a contact person name. Add a tax ID and default payment terms like "Net 30."
5. Click "Save." Your new client appears in the directory immediately.

Edit a client's details

1. From the client list, click on any client to open their detail page.
2. Click the "Edit" button to switch the page into edit mode.
3. Change any field you need: name, address, contact info, payment terms, or the client code.
4. Click "Save" to apply your changes. All existing quotes and documents linked to this client will reflect the updated information.

Archive a client you no longer work with

1. Open the client you want to archive from the client list.
2. Click the "Archive" action. It's in the more-options menu or at the top of the detail page.
3. The client is now archived and disappears from the default list view. All past quotes and deliveries still reference this client and look exactly as they did before.
4. To see archived clients again, toggle the filter to show archived records on the client list page.
5. To bring a client back, open the archived client and click "Unarchive."

Common scenarios

Onboarding a new client who has multiple job sites

1. Create the client with their main office address as the primary.
2. Add each job site using the Delivery Addresses panel on the client detail page.
3. Give each address a clear label like "Downtown Tower Project" for easy identification.
4. Mark the most active job site as the default so it pre-selects on new quotes.
5. When creating a delivery note, select the right address for that shipment.

Checking a client's history before a sales call

1. Open the client's detail page in Quotery before your call.
2. Review the activity feed to see recent quotes, deliveries, and returns.
3. Note which quotes are pending, accepted, or delivered.
4. Check for any returns or issues that came up on previous orders.
5. Start your call informed about exactly what the client has ordered and received.