Running a business teaches you something important: if you don’t intentionally create space between your personal world and your business world, the two will blend in ways that drain your energy, clutter your days, and crowd your cell phone.

Most businesses start the same way: Scrappy, fast-moving, and keeping everything on their personal devices because it’s easy. But after a year or two, that “easy” system quickly becomes a tangled web of texts, screenshots, notes, and reminders that live everywhere except where you need them.

The good news? Clearing that chaos feels liberating. Moving your business information into 17hats and off of your personal cell phone gives you room to breathe, stay organized, and show up more professionally for your clients. And your personal phone gets to be… personal again.

Here are the four biggest things to move off your personal phone and into your 17hats account.

1. Your Contact Data

Your personal contacts app shouldn’t have to double as your client Rolodex. When business numbers mix with family, friends, and doctors’ offices, it becomes harder to keep everyone straight, especially when it’s time to follow up, send documents, or review a client’s history.

Inside 17hats, your client data is organized, searchable, secure, and deeply connected to the rest of your project. Every contact has a full profile, communication history, project details, documents, and invoices all in one place.

No more scrolling through your phone trying to remember which “Sarah – lashes?” is which. Everything stays clean, professional, and exactly where it belongs.

2. Your To-Do List

If you’ve been running your business off sticky notes, phone reminders, or the classic “text yourself so you don’t forget,” you’re not alone. But these systems aren’t built for growing businesses.

Your tasks deserve a dedicated space that won’t get lost between grocery lists and dentist reminders.

With 17hats To-Dos, you can:

• Organize tasks by Project 
• Set due dates
• Keep your workload realistic
• Stay ahead of deadlines
• Set recurring To-Do tasks (think quarterly tasks to file your sales tax report). 

It’s the organization you need to run your business confidently, and the separation of your personal life will thank you for.

3. Client & Project Notes

Your Notes app should not be the keeper of your entire business brain. But for many business owners, it becomes an unofficial filing cabinet of client details, reminders, ideas, conversations, and scattered information.

Inside 17hats Notes, you can attach thoughts directly to the client or project they belong to. Streamline your business, keep your records accurate, and stop digging through your phone searching for “that one thing” someone said two weeks ago.

Plus, everything stays securely stored, never accidentally deleted, never mixed in with personal memos, and never forgotten.

4. Business SMS Text Messages

This is a big one.
Over time, your personal phone becomes home to countless client texts, questions, reminders, reschedules, “quick updates,” and late-night messages that blur your boundaries.

17hats SMS helps you reclaim your phone and communicate more professionally:

• Keep client conversations inside your 17hats account
• View texts alongside emails, notes, and documents
• Keep your personal phone number truly personal

You get the freedom of separation. Your clients get consistency and a better experience.

The Bonus You Didn’t Know You Needed: The Client Portal

One of the best ways to pull work off your personal phone? Give clients a single place to get what they need, without texting you.

With the 17hats Client Portal, clients can:

• Access Documents
• Review Invoices
• Make payments
• View Contracts
• Complete Questionnaires
• See Project details

The fewer reasons clients have to ping your personal phone, the better your days feel.

A Clearer Business Starts with Clear Boundaries

You deserve the ease that comes from keeping your business information organized, intentional, and separate from your personal life. Moving your contacts, to-dos, notes, and SMS messages into 17hats creates a sense of space you’ll feel immediately.

It’s not just about organization.
It’s about peace.
It’s about feeling like you’re truly running your business, rather than letting it run you.

Log in to your 17hats account and start moving things off your personal mobile phone today.