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Add the client
Add a client by voice or tap — name, phone, email and notes. JobOS handles South African names cleanly so you do not end up with duplicates.
Never lose a lead or forget to follow up
JobOS keeps every client, their contact details and their full history in one searchable place, and nudges you to follow up on quotes and quiet clients — so the leads you worked hard to win never slip away.
// Step by step
Add a client by voice or tap — name, phone, email and notes. JobOS handles South African names cleanly so you do not end up with duplicates.
Every quote, job and invoice attaches to the client automatically, building a full history you can pull up in seconds.
JobOS reminds you when a quote has gone quiet or a client has not been back in a while, so nothing goes cold from neglect.
Search by name, number or job. Fuzzy matching finds the client even when the spelling is off, so you are never stuck hunting.
// Why it helps
Every quote, job, invoice and note in one profile — walk into any job knowing exactly where you left off.
Prompts to chase cold quotes and re-engage quiet clients turn forgotten leads into booked work.
Built for SA surnames — find "van der Merwe" or "Naidoo" even with a typo, instead of creating a second messy record.
// Questions
It is a simple, focused CRM built for trades — clients, history and follow-ups without the bloat of enterprise sales software.
Yes. JobOS flags quotes that have gone quiet so you can nudge the client before the job goes to someone else.
Yes — you can bring your existing client list into JobOS so your whole book is in one place from day one.
// More on how JobOS works
Free to use. No card. Built in South Africa, for South African tradesmen.
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