- Views
- 2
- Version
- 1
What you can do
- Review today’s business health
- Work today’s priorities
- Switch appearance
- Manage the leads pipeline
- Manage clients
- Manage projects
- Bill a client and record payment
- Review analytics
- Manage settings
What it keeps on your phone
- All ClientOS records on this phone: profile (name, email, phone, title, bio, photo), settings (theme, currency, locale, date/time formats, notifications, invoice defaults, business details), clients, leads, projects, milestones, projectTasks, invoices, payments, revenueByMonth, tasks and activities. Analytics derives collected revenue from payments; Settings edits preferences in this same record.
Where your data goes
- Nowhere: what you save never leaves your phone.
Build your own copy from this blueprint by asking your AI assistant: it's yours to change, and what you save stays on your phone.