Clientish Docs, One Guide at a Time

Profiles, statuses, merging duplicates, and the client balance & wallet.

Table, Kanban and Cards views, custom statuses, SLA deadlines and messaging.

One-time, recurring and variant pricing, plus intake forms per service.

Raise an order manually, duplicate an existing one, or edit what's already there.

The stages an order moves through, from arrival to delivery.

One command centre per order — status, team, notes, tasks, messages, and project data in a single view.

Two separate threads on every order — one with the client, one for your team only.

Break an order into trackable pieces of work, each with an owner and a due date.

Everything the client told you at order time, structured and attached to the order.

Narrow a long order list to exactly the rows you need — then take them with you.

Everything about one client on a single page — orders, invoices, tickets, balance, and activity.

Narrow a long client directory down to the rows you need, then act on all of them at once.

Create a client record, keep it current, and remove it when the relationship ends.

Where a client sits in your pipeline, and who on your team owns the relationship.

Prepaid credit a client can spend against services and invoices.

Combine duplicate records into one without losing their orders or invoices.

Bring an existing client list in, or take your directory out as a file.

Hide specific client fields from specific roles, without hiding the client itself.

Define what you sell, how it's presented, and who can see it.

One-time or recurring, with optional extras and quantity tiers.

Retainers and subscriptions — bill on a cycle and decide what happens each time it renews.

Two different ways to organise a growing catalog.

The brief the client fills in while ordering — built per service, with conditional logic.

A shareable link that sells one service directly — no portal login needed.

Set the delivery clock and the default owners once, per service.

Standalone public forms — lead capture, order forms, and questionnaires you can share anywhere.

Build a form by dragging fields onto the canvas, with a live preview of what the client sees.

Every field you can drop into a form, grouped by what it's for.

Show, hide, or require fields based on what the client already answered.

Combine Service Select, Payment, and Signature to take an order and get paid in one submission.

Every form has a public URL — no account needed to fill it in.

Where submissions land, and how to get them out as a file.

What your clients see when they log in.

How clients pay you, top up credit, and manage their cards.

Where clients raise issues and manage their own details.