• Clients List

  • Adding a New Client

  • Viewing and Editing Client Profile

    Find a detailed overview of the Client Profile, how to manage Contact details, Billing information, Projects, Tasks, and Payments. Discover available actions, sorting, and tools for organizing and interacting with Clients.
  • 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.