Keep the client context together
Create or review the client profile. Keep the contact details, working notes and relevant history accurate. Use notes that tell you what happened and what you agreed, rather than a vague reminder that you spoke.
UPly workflow guide
Your first client workflow in UPly
A practical starting routine for independent operators who want clients, follow-ups and invoices together on their iPhone.
Guide reviewed 9 October 2026
Start with one real piece of work
Choose a client you currently work with and a straightforward task, such as preparing a quote or following up after a conversation. Learning with one relationship makes it easier to see which information matters before you move a whole client list.
Use UPly’s official App Store listing to check the available release, supported devices and purchase options. This guide describes the workflow shown in our refreshed app screens; the exact layout can change between releases.
Build the client workflow
Make the next action specific
Add a follow-up that describes the action you need to take. “Send the revised quote on Thursday” is easier to act on than “Contact client”. Check that the timing matches the promise you made.
Keep invoices beside the relationship
When the work needs an invoice, prepare it within the client workflow. Review the recipient, description, amounts and payment details before using it. Keep financial records consistent with your usual bookkeeping process.
Review Today before you move on
Use Today to review what needs attention. After completing a follow-up, check whether the relationship needs another action so the next step does not depend on your memory.
An example you can adapt
A designer meets a new client on Monday. The client needs a revised proposal by Thursday. The useful record contains the client’s contact details, a short note about the requested changes and a follow-up to send the proposal. When the proposal becomes agreed work, the invoice remains connected to that client context.
You do not need to record every sentence from the meeting. Keep the decisions, deadlines and details you would need if the client called tomorrow. Start with a small amount of accurate information and build the record as the work progresses.
Check that the setup is useful
- Can you find the client’s current contact details quickly?
- Does the next follow-up say what to do and when?
- Can you explain which work an invoice belongs to?
- Does your daily review show the actions you actually intend to complete?
If the record feels difficult to maintain, simplify it. A consistent short note and a clear next action are more useful than a detailed record you stop updating.
When the work becomes shared
UPly is designed around the client work you manage yourself. If multiple people need shared customer records, pipeline ownership, project coordination or service context, review NovaSoft One. Moving to a team workflow is a separate decision; this guide does not promise automatic data transfer between the products.
Should I import all my clients immediately?
First confirm the workflow with a few representative relationships. Review the app’s current import or transfer options separately before relying on a bulk move.
Does this replace bookkeeping advice?
The guide explains a client workflow. Confirm your accounting, tax and record-keeping requirements with the appropriate adviser and the tools you use for those purposes.
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