After adding a client, you can access their profile to view details, contact them via email or SMS, create an estimate, and more. To do this, simply select the client from the Clients List sub-module.
In the header section of the Client Profile, you can view and edit the client's information. A map on the right side displays the client's current location.
Additional options include:
Rating the client: Select the desired number of stars to rate the client.
Using tags: Tags help you categorize and easily find clients in the Clients List using advanced filters.
To add a tag, type it in the field and press Enter.
To remove a tag, click the X next to it.
- To edit the client's Billing Address, click on the address line. In the pop-up window, make the necessary changes and click the checkmark icon to save them.
- To edit the client's name, address, email, phone number, click the Contact section and enter the updated information.
- To delete a client profile, click the trash bin button.
Please note that the Admin-level access is required to confirm the deletion process. Once a client profile is deleted, it cannot be restored.
Contacts
- To edit the client's primary contact information, click the Contacts tab. In the pop-up window, make the necessary changes and click the checkmark icon to save.
- To add additional contacts, open the Contacts tab and click the '+' icon. Then, enter the required information in the pop-up window.
- To edit a contact, click the pencil icon.
- To set a contact as the primary, click the star icon.
- To delete the contact information, click the trash bin icon.
It's not possible to delete a primary contact.
Projects Addresses
The Project Addresses section allows you to assign custom names to project locations. These names will appear on the Estimate PDF, Invoice PDF, and in the Customer Portal.
Click the pencil icon to open the Lead Address pop-up, where you can edit the address.
Alternatively, click the Find on Map button to select the address manually, then press Set this location to confirm.
Billing Details
The Billing Details tab allows you to add and store the client’s billing information, such as credit card details, for use in future transactions.
To create a new billing record, click the + icon.
The client’s saved credit card information will appear on the screen. To make changes, click Edit billing information to expand the view.
Sidebar Options
More options are available on the right side of the client profile:
1. Select the service Brand for the client by clicking it to open the list of available brands.
The expand option appears if there is more than one brand. When you switch the brand within a specific project, all company contact information will update accordingly on the Estimate and Invoice PDFs, as well as in the Customer Portal for that project.
2. The Add New expanded list.
3. Send an Email to the client from the list of available options. By clicking it, the list of available Email templates opens.
4. Send SMS to the client from the list of available options. By clicking it, the list of available SMS templates opens.
5. Navigate to the tree inventory map.
6. The text box (for notes) is located just under the sidebar panel, and it can be used to store additional client information.
- To add a note, please fill in the text and click Control + Enter.
- To remove the note, click on the bin icon under it.
Projects
The Project tab displays all existing projects, categorized by their status: In Progress, Completed, Declined, and All.
Newly created projects appear under Projects → In Progress. The project workflow is designed to help you easily track each project’s stage, assign contacts, and update the status of each step—all from a single page.
1. Assign an Estimator:
Click on the estimator’s name and select an employee from the list.
2. Assign a Contact:
Click the client’s name and choose a contact from the list (if multiple contacts are available).
3. Change Project Stage Status:
To update the status of any project stage (e.g., Lead), click the drop-down menu and select the desired status.
4. Access More Options:
Click the three-dot icon to open a pop-up menu with additional actions.
5. Open Profiles:
Click on the letter icons to open the corresponding profiles:
L for Lead
E for Estimate
W for Workorder
I for Invoice
6. View Workorder Schedule:
Click the date on the Workorder to see all jobs created, their scheduled dates in the Crew Schedule, and the assigned crews.
Project step shortcut
You can skip any project step, which can save time for office managers in certain situations. To manually create a skipped step, hover over the step icon and click the + sign that appears.
Tasks
Once tasks are created for a client, they appear in the Tasks tab within the client's profile.
For each task, you can:
Send an email to the client regarding the task
View details, update the task status, and add a description
Edit task information
Delete the task if no longer needed
For more information on tasks, you can find it in our Create a New Task / Schedule Appointment article.
Payments
All payments made by the client are listed in the Payments tab of their profile. From there, you can edit or delete individual payment records.
If a credit card was selected as the payment method during the payment creation process, clicking the three-dot icon allows you to view additional details or issue a refund.
Here’s a sample payment preview:
Notes
You can manually add notes and upload files to the client profile.
Click here for more information.