Product tour
Clients & contacts
A client is who the work is for, and in WorkWiser it is the root everything hangs off. Projects, deliverables, time, invoices, and email all tie back to a client, so the whole picture stays in one place.
The root of everything
WorkWiser is built around a simple spine, and the client sits at the top of it. You add a client once, and from there its projects, the deliverables inside those projects, the time tracked against them, the invoices you raise, and the email threads you exchange all hang off that one record.
That is what keeps the picture joined up. Open a client and you can see its contacts, its projects, its invoices, and its conversations side by side, instead of hunting across separate tools to piece together where things stand.
Your whole client directory in one list.
What a client holds
A client record gathers the details and defaults that the rest of WorkWiser draws on.
One or more contacts
Keep the people you deal with on the client: their name, email, phone, and role. The same person can be a contact at more than one client.
A default hourly rate
Set a rate on the client and it pre-fills the rate when you create a new project for them, so your billing stays consistent.
A default invoice language
Choose English or Türkçe per client, and that language flows through to the invoice PDFs you send them.
Projects, invoices & email
Every project, invoice, and client conversation ties back here, so the work, the billing, and the email all line up under one client.
One client, with its contacts, projects, and invoices in tabs.
Built to stay tidy
Archive, never lose
Finished with a client for now? Archive it to clear it out of the everyday list while keeping its full history. Restore it whenever you need it back.
Search and sort
Find any client fast by name or billing email, and sort the directory by the column that matters.
Optional client types
Turn on client types to label each company as Client, Brand, or Vendor, then filter the directory by type.
Export to CSV
Pull your whole client directory out to a CSV in one click, for a backup or to work with it elsewhere.
Why it matters
When the client is the root, nothing floats loose. A rate you set once follows the work into projects and invoices, the right people are always on hand, and the email about a job sits with the job. Less re-entry, fewer gaps, and one place that tells you everything about a client at a glance.
Ready to see it on your own work?
WorkWiser is in early access. Tell us where to reach you and we will send an invite when it is your turn.