Help center
Customers & work
Customers, jobs, follow-ups, contacts by voice and recorded meetings.
- Add a customerTap + and Customer; just a name is enough, and you can add a phone, email, status, company, address, tags and notes now or later.
- Add a contact by voice, business card or pasteOn New customer, tap Say it and talk, Snap a card, or Paste a signature; Tallibook fills in the details and you check them and tap Save.
- Track your jobs, projects, deals or gigsA job ties a customer to your time, costs, mileage and invoices, so you can see what you really made on it.
- Follow-ups and the activity timelineAdd a follow-up with a due date on any customer, job or invoice; Today reminds you when it's due, and the timeline keeps notes and calls.
- Record a meeting and get AI notesTap + and Record, confirm the other person knows, and record; Tallibook writes the notes, action items and a follow-up email for you.
Still stuck?
Email us at hello@tallibook.com and tell us what you were trying to do.