WorkGuru brings everything together in one spot—client info, transaction history, and project updates—so you’re always in the loop. With easy client management, it's simpler to seal more deals, keep things moving, and make sure you get paid on time.
Do you like some clients better than others? Do some give you heaps more business?
With WorkGuru's unlimited pricing tiers, you can set custom prices for your clients that reward your big spenders and keep your contract pricing separate from your standard price lists.
Sometimes, the client we do the work for and the one who pays the bill aren't and can't be the same. If you do a lot of insurance work, this is your every day!
WorkGuru lets you choose a default Billing Client or assign one for each job to effectively manage your billing.
Many clients need to capture extra information about their customers that we initially overlooked. WorkGuru’s client management capabilities address this need.
With our unlimited number of client custom fields, bringing all the extra data you need into WorkGuru is a simple configuration step.
You can report on all your custom fields to display essential information as you prefer.
"We love WorkGuru because we previously lacked a central data point, and now the program provides a comprehensive overview of our operations to delve into."
Jo Knott
Business Manager at MJK Industries
Client Management FAQs
What is client management software, and how does it help my business?
Client management software helps you store, track, and manage all your client details in one place—so you’re not digging through spreadsheets or emails to find the necessary information. With WorkGuru, you can see every client’s job history, quotes, invoices, and contact details in a single dashboard. Whether following up on a project, checking payment status, or assigning work, everything is right where needed.
Can I track all client details, including past jobs and invoices, in one place?
Absolutely! WorkGuru keeps every interaction, quote, job, and invoice linked to the right client. Instead of jumping between different systems, you can pull up job history, transaction records, and client notes in seconds. It’s all connected—so your team always has the complete picture.
Can I manage multiple contacts under the same client?
Yes! WorkGuru lets you track multiple contacts under a single client account—so you always know who to talk to. Whether it’s a project manager for job updates, an accounts person for invoicing, or a site supervisor for scheduling, all their details (names, roles, phone numbers, and emails) are stored in one place. No more searching through old emails to find the right person!
How does WorkGuru’s client management integrate with quoting and invoicing?
WorkGuru connects client details directly to quotes, jobs, and invoices—so there’s no double entry or missing information. When you create a quote, WorkGuru automatically pulls in the right client details. When a quote is approved, it seamlessly converts into a job, and when it’s time to invoice, all the client’s billing details are already there. Less admin, more accuracy.
Start simplifying your work today
Try WorkGuru with a free trial tailored to your needs and see why it’s the ideal job management software for you!
