What does the Clients feature do?

It gives each customer one record with their details, site address and notes, and links every project you measure for them to it, so you can see a client's full history in one place.

Can one client have more than one project?

Yes. Link as many projects as you need to the same client, so repeat work and change orders stay together instead of scattered across folders.

Can I add a site address to a client?

Yes. Each client record can hold the jobsite address and a description, so the context for the job sits right next to the plans.

Can I update a client's details after I add them?

Yes. Edit a client's details whenever they change. Their linked projects stay tied to the record, so you are never chasing an old number.

Does Clients store my bids or estimates?

No. MetreMate is a measuring and takeoff tool, so Clients keeps your customers and their projects together. You build your bid from the quantities in whatever estimating or accounting software you already use.

Is Clients on the free plan?

Yes. Clients is on every plan, including Free, so you can keep customers and their projects together from day one.

No. Clients keeps your customers tied to the plans you measure inside MetreMate, so the history lives where you measure. It does not replace a separate sales or accounting system.

How is this better than keeping customers in my phone?

It puts the customer, their site address and every project you have measured for them in one place, right where you measure. A client's history is one click away when they call back.

Can I reuse a client for a repeat job or change order?

Yes. Pull up the customer, see what you have already measured for them, and link the new project to the same record, so repeat work stays organized.

Feature

Clients

Keep every client and their projects together

Clients gives each customer one record with their details, site address and a description, and ties every project you measure for them back to it.

Start free View pricing

One record per client, with their details
Every project for that client in one place
Site address and a description on the record

From problem to outcome

From scattered contacts to clients tied to the work

Clients is for when customer details live in your phone, plans live in folders, and working out which job belongs to who means hunting across both.

Step 1

Add the client

Create a record with their details, the site address and a short description.

Step 2

Link their projects

Tie each project you measure for them to their record, however many there are.

Step 3

Find it later

Open the client and see every project you have done for them.

Key capabilities

What you can do with Clients

One record per client

Keep each customer's details in MetreMate, where the plans already live.

Best for Repeat customers

Several projects per client

Link as many projects as you need to the one client, so nothing floats loose.

Best for Contractors with repeat work

Site address and notes

Add the jobsite address and a description so the context sits with the client.

Best for Jobs across different sites

Edit any time

Update a client's details as they change, and their projects stay linked.

Best for Keeping records current

Fast history lookup

Pull up a customer and see what you have already measured for them.

Best for Follow-up and change orders

Explore every feature Read the how-to guides

Measuring a printed construction plan by hand with a pencil

A printed floor plan measured with a tape measure and pencil

Boxes crammed with rolled-up paper plans

The old way

Client info scattered everywhere

When contacts sit in your phone and plans sit in folders, working out a customer's history is slow, and it looks disorganized when you cannot find the job you did for them last time.

Details spread across your phone and your folders
Hard to see every job you have done for one customer
Site addresses and job details kept somewhere else

Why it’s better with MetreMate

Customers and their projects in the same place

Clients ties each customer to the projects you measure for them, so their whole history is one click away instead of a scavenger hunt.

Keep client details, site address and description together
Link every project to the right client
Find past work for a customer fast
Keep details current as they change
Handle repeat work with less admin

Testimonial / proof

“Mate, MetreMate is no joke. It actually helps me get more work done which means I get to make more money. This is such a nifty little tool. Recommend it to all tradies that work with plans.”

Gary P. · Concreter · Essendon, VIC, Australia

Built for who

Built for the people doing the work

See how Clients fits the way your trade already works.

Built for

General contractors

The problem

Juggle repeat owners across many jobs and lose track of which plans belong to whom.

What you get

A clear history for every client you work with.

How you'd use it: Use Clients to tie each project to the right customer.

“Been using MetreMate for a few months now, and I'm wondering how I ever managed without it. The accuracy is spot-on, and helps me and my tradies. I'm able to quote quicker and more accurately. Absolute lifesaver for every builder.”

Mina E., Builder, Melbourne, VIC, Australia

Workflows for general contractors

Across the trades