ProCabinet.App

Manage Clients

4 steps · 9-second clip

Clients in ProCabinet are more than a contact list — every quote, order and message for a customer hangs off their record.

Real screen recording from the app — 9 seconds, silent.

  1. Open the Clients tab

    One card per client, with their details and job history.

  2. Add a client

    Add name, contact details and address in one popup. You can also add clients on the fly from the quote editor’s + button.

  3. See their whole history

    Open a client to see every quote and order you have done for them — handy when they call about “the same again”.

  4. Messages land here too

    When a customer messages you from their live quote link, the conversation shows up in the app against their record.

Related guides

Create & Send a Quote Dashboard Overview
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