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Clients
Your customer records — attach them to an estimate and the paperwork fills itself in.
All sources
Reminders: all
Reminders on
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📇 Add from contacts
⤓ Import CSV
＋ New client
New client
Stored on your account, not just this browser.
Name *
Company
Email
Phone
Street address
City
State / Province
Postal / ZIP
Country
Lead source
Which?
Notes
No automated reminders for this client
Skips the job, estimate and invoice reminder emails Estiquik sends for you. Your own emails are unaffected.
Save client
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History
Add clients from your contacts
✕
Pick people from your phone, or bring a contacts file. Nothing is saved until you press Import.
📱 Phone contacts
Choose from the contacts on this device.
📇 vCard file (.vcf)
Exported from Google Contacts, iPhone or Outlook.
📄 Spreadsheet / CSV
Joist, Jobber, Google Contacts or Outlook exports.
Lead source for these clients
Import selected
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