In the Client List submodule, the user can view the list of the existing clients with their details. It was designed to improve efficiency and productivity by simplifying the management of customer data.
To access this submodule, navigate to Clients → Clients List.
1. Users can search for a specific client by entering their information: Name, Phone number, and Address, and clicking the Search button.
2. The Export To CSV button allows the exporting of the list (in .csv format) of all clients based on the filters pre-selected. Clicking this button allows the user to generate a list of all clients within ArboStar if they did not apply any filters.
The download option is available only for admin type of users.
3. Clicking the Add Client icon shows a modal window, where users can create a new client.
4. Clicking the yellow filter button allows users to filter the data in the list by:
Tags;
Name, Phone number, Address;
Added from to the Added To period;
Client’s type;
Estimates that were created within the custom time range;
Only estimates with Confirmed status;
Estimates prices range;
Assigned estimator.
5. Sort icons next to Type and Name allows sorting all entries:
In the Type column, if clicked once, it sorts as follows: Residential, Commercial, Municipal. If clicked twice - Municipal, Commercial, Residential;
In the Name column, if clicked once, it sorts all entries from A to Z and, if clicked twice, from Z to A.
6. Clicking any client’s name redirects the user to this client’s profile;
7. Clicking any tag filters all data in the list and shows only entries with the tag that was clicked on;
8. Clicking any phone number, if the VoIP (IP telephony) is set, starts an outgoing call to this number;
9. The bar shows in color the ratio between estimates with Confirmed, Pending and Declined state.
The price above the bar displays how much the company expects to receive from all services in the estimates in Confirmed status.
The Pending hint shows the price for all services in the estimates that are not in Confirmed or Declined status.
The Declined hint shows the price for all services in the estimates with the Declined status.