Clients List
Adding a New Client
Viewing and Editing Client Profile
Find a detailed overview of the Client Profile in the system, including how to manage contact details, billing information, projects, tasks, and payments. It also covers available sidebar actions, sorting options, and tools for organizing and interacting with clients efficiently.
Client Profile – Notes Section
Bulk Renewals/Projects Copying
Whether you’re preparing seasonal offers or duplicating ongoing workorders, gain full control over what gets copied, how it’s priced, and who gets notified.