Overview
After adding a client, the user can access the client profile to see the client information, contact the client via Email or SMS or create an estimation, etc.
To access the client profile the user can find the client in the Clients List sub-module.
In the header section of the Client profile the user can view and edit client information. The map on the right side of the screen shows the current client's location.
There are available following options also:
- To rate the client, choose the number of stars.
- Tags can be used to mark clients in order to easily locate them in the Clients List section using advance filters.
- To add a tag, just type it and click Enter to add.
- To remove, click on X next to it.
- To edit the client's Billing Address click on the address line. In the pop-up window make the required changes and click the tick icon to save it.
- To edit client's address, click on the Contact and enter the correct one.
- To delete the client profile, click the bin icon.
Please note that the Admin level access required to confirm the erasing process. Once the client profile is deleted it cannot be restored.
Contacts
- To edit the client's primary contact information, click on the Contact tab, in the pop-up section make the required changes and click on the Tick icon to save the changes.
- To add more contacts, open the Contacts tab and click the + icon. Fill in the required information in the pop-up window.
- To edit the contact, click the pencil icon;
- To set the new primary contact, click the star icon;
- To delete the contact information, click the bin icon.
It's not possible to delete the primary contact.
Projects Addresses
The Project Addresses section allows the user to assign custom names to project addresses. The Project Address name is also available on the Estimate PDF, Invoice PDF, and Customer Portal.
By clicking the pencil icon the Lead Address pop-up opens where the user could edit the address.
Or click the Find on Map button, choose the address manually and press the Set this location button to confirm.
Billing Details
The Billing Details tab is designed to add and store the client's billing details such as credit card information that can be used for future transactions.
To create a new record click the + icon.
The Credit Card for ... appears on the screen. Click the Edit billing information for expanded view.
Sidebar Options
The user can find more options on a right side of the client profile:
1. Choose the service Brand for the client. By clicking it the list of available brands opens.
Expand option is available in case if there are more than 1 brand. After switching the brand all the company contact information will be changed accordingly.
2. The Add New expanded list.
3. Send 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's 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
Project tab displays already created projects. They are separated by their statuses: In progress, Completed, Declined and All.
The newly created projects will appear in the Projects → In progress tab. The project flow is designed the way users can easily track the project's stage, assign a contact, change the statuses of each step in a project, all from the same page.
1. To assign an estimator to the project, please click on the estimator's name and choose the employee from the list.
2. To assign a contact for the project, click the client name and choose the person from the list (in case if there are more than 1 contact).
3. To change the status of the any stage of the project (for example, lead), click the drop-down menu.
4. By clicking on dots the pop-up appears.
5. By clicking on the letter you are able to open the profile (L for Lead, E for Estimate, W for Workorder and I for Invoice)
Project step shortcut
The user can skip each project step which can be a great time-saver for office managers in certain situations. To force create a project step, please hover your mouse over the step icon and press the newly appeared + sign.
Tasks
After tasks are created for the client, they are available in the Tasks tab on the client's profile.
For all the tasks the user can:
- Send Email to the client regarding the task;
- View task details where the user can change the task status and add description;
- Edit task details;
- Delete the task.
More information on tasks the user can find in our Create a New Task / Schedule Appointment article.
Payments
All the payments that the client has made are available in the Payments tab on the client's profile. The user can edit or delete the payments.
Notes
The user could add notes manually and files to the client profile.
Click here for more information.