A sole trader running quotes and invoices out of Invoice2go often picks up new work over a phone call or a text rather than a website form. When someone texts in asking about a job, that reply can create them as a new client in Invoice2go through Zapier, so the details are on file before the first invoice ever gets written, no matter where you're standing when the message comes through.

It suits anyone who does the bulk of their customer contact on their phone between jobs, tradespeople, cleaners, mobile services, rather than sitting at a desk waiting for enquiries to land in an inbox. Instead of writing a name and number on a scrap of paper to enter later, the client record already exists in Invoice2go by the time you're back at the ute, ready for the first quote to go out that same afternoon.