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Velito

Your clients

Velito keeps your client list by itself, from your quotes and jobs.

The Clients tab lists everyone you've made a quote or done a job for: Velito adds them automatically, so you never type anything twice.

  1. Search by name, phone or street, and sort by “Recent” or “A–Z”.
  2. Tap a client to see their history: quotes and jobs.
  3. From there, call them, message them on WhatsApp or start a “New quote” with their name and number already filled in.
  4. Under “Client details”, add an email and notes, for example “broken buzzer, call first”.

Importing contacts from your phone or from a file is coming soon.

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