Complete Client Record

Every job ever done, every quote ever sent, every invoice raised, every payment received — all on one screen. Filter by date, status or job type. Export to CSV. Nothing gets lost.

Token-Authenticated Client Portal

Your client receives a personalised link — no username, no password. From their portal they can view job progress, approve quotes, pay a deposit, download invoices and sign off on delivery. Works on any phone.

Communication Log

Every email sent from Slabr™, every call note your team logs, every internal comment — attached to the client record in chronological order. You always know the last thing that was said.

Outstanding Balance at a Glance

Current balance pulled from Finance™. See total outstanding, overdue amounts, and next payment due — on the client card without clicking into accounts. Great for pre-call preparation.

One-Click Client Statement

Generate a full statement of account — all invoices, payments and credits — as a PDF or send direct to the client's email. Branded with your logo. Done in under ten seconds.

Tags & Segments

Tag clients as VIP, at-risk, dormant, contractor, developer, or any custom label. Filter your client list by segment. Useful for marketing campaigns, priority scheduling and account reviews.

Lead-to-Client Pipeline

Log a lead, add notes, convert to a full client record when they’re ready. Quote from the client record. Convert to a job via quote-to-job. No re-entering of names, addresses or contact details — ever.

Cross-Module Integration

Clients™ is the hub. Sales™ quotes link here. Production™ job status shows here. Finance™ payments reconcile here. Track™ delivery sign-off records here. One record, every department feeding it.

A clear status bar showing where the job is right now — Quoting, In Production, Ready for Delivery, Installed. Updated as your team progresses through production stages.

Client reads the full quote with itemised line items and accepts or requests changes. Acceptance timestamp is locked to the record. No email back-and-forth.

Pay Now button links to Paystack card payment, with EFT bank instructions as a fallback. Payment is reconciled in Finance™ automatically. No chasing required.

Client can download their quote, invoice, delivery note and any shop drawings or specifications you choose to share — from the same portal, any time.

On completion, the delivery summary appears in the portal. Client reviews, raises snags if needed, and signs on screen. Triggers invoice automatically.

Client can see a read-only log of key communications and updates. They can send a message to your team directly through the portal — logged immediately.

Branded as your business

The portal shows your logo, your business name and your colours. Your clients never see "Slabr" — they see a professional, branded experience that builds trust in your business, not ours.

Token-based access, no passwords

The portal link is unique and time-limited. No account creation. No forgotten passwords. No support tickets. Your client taps the link and they're in — works perfectly on any smartphone, tablet or laptop.

You control what they see

Toggle individual portal sections on or off per client. Share shop drawings with one client, keep them private for another. Show pricing to some, hide it from others. Full control, no code required.

Lead to invoice without typing the same name twice

In most shops, a new client starts as a name in someone's phone, becomes a line in a spreadsheet, gets entered into QuickBooks, and then typed again into the delivery note. Every step is a chance for an error or a gap in the record.

In Slabr™, you enter the client once. Lead status, notes, quote, job, invoice, payment and statement — all linked to the same record. One source of truth from first contact to final payment.

When the only record of an active opportunity is a thread in someone's inbox, the pipeline dies the day that person is on leave. You cannot see how many quotes are open, what stage each is at, or which clients have gone quiet. Forecasting becomes guesswork. Hand-offs lose context. Slabr™ keeps every quote, note and timestamp on the client record, so the next person sees exactly where things stand without paging through replies.

Re-typing a name, address, contact and pricing tier on every fresh quote is a data-quality bug, not a productivity issue. You end up with duplicate client records, inconsistent terms, and three slightly different versions of the same buyer in the system. History fragments. When that contractor calls in 14 months, nobody can find the prior job. A real client record is reused, not recreated — every RFQ, quote and invoice attaches to the same row.

A verbal acceptance feels like a deal until the spec changes mid-job and the client says, "that's not what I agreed to." Without a timestamped approval, you cannot prove what was signed off, which version was accepted, or when the scope locked. Disputes default to the customer's memory. A logged portal acceptance — with version, line items, and time — converts "his word against mine" into a record you can attach to a change-order conversation.

When the contact in your CRM has a different phone number than the one in your accounting tool, and a third email lives on the project board, every department is reading from a different source of truth. Statements bounce. Reminders go to wrong addresses. Onboarding a teammate takes a week of reconciliation. The fix is not three integrations — it is one client record that quotes, jobs, invoices and the portal all read from and write back to.

If you cannot see that 70% of quotes to architects close while 12% of quotes from a specific lead source close, you cannot tell sales effort from sales waste. You quote everyone the same way and burn the same hours on every prospect. Tracking conversion by segment — contractor, residential, repeat, referral — surfaces the variance, lets you reprice or qualify earlier, and frees estimator time for the work most likely to land.