CLIENTSTREAM
Today
ATTENTION
What needs doing
PLAN
Free plan
Up to 10 active clients and 10 invoices. Upgrade when ClientStream earns its place in your business.
RECENT
Invoices
CUSTOMERS
Clients
| Name | Company | Phone |
|---|
WORK
Jobs
| Job | Client | Scheduled | Status |
|---|
ESTIMATES
Quotes
| Quote | Client | Total | Status |
|---|
MONEY IN
Invoices
| Invoice | Client | Total | Outstanding | Status |
|---|
MONEY RECEIVED
Income
Search an outstanding invoice when adding income, or record other income separately. Paid invoices disappear from the available list; partial payments stay until settled.
| Source | Reference / client | Date received | Amount |
|---|
MONEY OUT
Expenses
| Description | Category | Date | Amount |
|---|
EOFY & PERFORMANCE
Reports
Income received versus expenses by month
SMART WRITE
Turn rough notes into a customer message
RESULT
Ready to send
BUSINESS PROFILE
Settings
Change password
Update your sign-in password and sign out other devices.
Email notifications
In-app reminders always work. Choose whether ClientStream also emails the account owner when reminders are due.
Changes are saved with your business profile.
Your data
Download a JSON copy of your ClientStream business data, or permanently delete the business and its records.