Client card — the printable record for one client, front to back
Contact details, how they like to be billed, and a running job history on one card — the paper version of a client file, filed however you like.
This is a blank client card — a form meant to be printed and filled in by hand. The table cells and blank lines below are intentionally empty.
Client Card
| Date | Job | Amount | Paid |
|---|---|---|---|
These are shared with the invoice and quote generators and the template packs, too — nothing here is sent to us. See or clear all your saved details on the free tools page.
Every sheet below is ready to print as-is — just press ⌘/Ctrl + P. Fill in the business name and contact line above and every sheet on this page updates — or just press ⌘/Ctrl + P, every sheet below is ready to print as-is.
How to use this sheet
Print one card the first time you work for a client and fill in the top while the details are in front of you — name, phone, email, and the address you’ll be billing or turning up to.
The notes section is for the stuff that usually only lives in your head: prefers a text over a call, the gate code, always pays by bank transfer a week late, that kind of thing. Small details, but the ones that make you look like you remember them without asking twice.
Add a row to the job history every time you finish a job for this client — date, what it was, what it came to, and whether it’s paid. A client who calls eight months later about “that thing you did last spring” stops being a guessing game the moment this card exists.
A repeat client is the cheapest job you’ll ever win — the job history on this card is exactly what tells you who’s worth a referral ask or a seasonal check-in; see what to do after the job for the wording.
Common questions
One card per client, or one big list?
What if I run out of room in the job history table?
Is this instead of keeping invoices?
Should I keep a card for a one-off client I don’t expect to see again?
Keep reading
One sheet works. Six jobs at once is where paper stops.
This sheet is genuinely free to reuse forever — print it as many times as the job needs. BizBinder is for the point after that: when the same client, job, and invoice details need to live somewhere they can’t be left behind on a job site, and the follow-up they’re waiting on doesn’t depend on you remembering which pile it’s in.
You are on the list.
A person reads every request. You will hear from us within one business day.
- 01 A person reads your note — not a queue.
- 02 You get an invite as spots open.
- 03 Your admin starts filing itself.
The free library is open while you wait. Nothing in it needs an account.
- guide How to keep track of jobs without a spreadsheet The six-stage system here is the frame the rest of this stage’s tools and sheets hang off.
- tool Small business admin health check Ten quick questions across quoting, invoicing, getting paid, staying organized, and follow-up — get a score and a plan for your two weakest stages.
- tool Day plan check Type in your start time, your target finish, and up to six jobs with their travel and on-site time, and see whether the day actually fits — plus the first job that misses its fixed start time.