Client Care Nest

Start with the free plan — no credit card required and no time limit.

Getting clients is difficult enough. Keeping and managing them should be easy. Your clients don’t need another app—they just tap a link.

Client Care Nest helps independent professionals and small business owners manage clients, bookings, jobs, estimates, invoices, reminders, and follow-ups from one organized workspace. Never lose track of your clients and your jobs again.

BOOKING & CLIENT PORTAL

• Set your availability and time zone
• Let clients request appointments from your public booking page
• Review booking requests before approval
• Create a branded client portal where people can learn about your services, book an appointment, complete intake forms, and view documents, photos, and links
• No client account, password, or app download required

ESTIMATES, JOBS & INVOICES

• Build estimates from a reusable catalog of products and services
• Send estimates by link for fast client acceptance
• Turn accepted estimates into draft invoices
• Track jobs from sold work through scheduled visits and completion
• Sell one-time services, bundles, or packages of visits
• Send invoices by email or text
• Record payments on the date they are received
• Export invoice reports for Excel

CLIENT MANAGEMENT

• Create detailed client profiles
• Store contact details, notes, custom fields, attachments, appointments, estimates, and invoices
• Mark clients as prospects and filter your client list
• Search and organize client records
• Review and accept new client submissions

REMINDERS & FOLLOW-UPS

• Schedule appointment reminders or send them immediately
• Let clients confirm or cancel from the reminder
• Create reusable reminder templates
• Schedule follow-up emails for any client
• Reuse follow-up templates with your own subject lines
• Keep upcoming appointments, events, and follow-up tasks visible

PROJECTS & REPORTING

• Create projects with tasks, due dates, and linked clients
• Maintain a personal to-do list
• View business activity and insights
• Generate reports and exports

BUILT FOR INDEPENDENT PROFESSIONALS

Client Care Nest is designed for real estate professionals, contractors, independent insurance agents, fitness professionals, handymen, mobile mechanics, catering professionals, detailers, coaches, tutors, photographers, and other service businesses that manage clients, appointments, jobs, and billing on the go.
Client Care Nest helps you track what you bill and what you collect. It is not accounting software; expenses, bank reconciliation, and tax filing remain with you or your bookkeeper.
Start with the free plan — no credit card required and no time limit.

Questions? [email protected]