Client Profile on the Web
After adding a client, you can access the client profile where you can see the client information, do estimation, contact the client via email or SMS and do so much more!
To access the client profile you can either use the "Live search" or find the client in the "Clients List" section of the "Clients" module.
In the header section of the "Client" profile you can view and edit client information.
To edit the client's address information, click on the address, in the pop-up section make the required changes and click on the "Tick" icon to save the changes.
To edit the client contact information, click on the "Contact" field, in the pop-up section make the required changes and click on the "Tick" icon to save the changes.
If you need to delete the contact information, click on the "Bin" icon.
You can add as many contact details as needed. To add, click on the "Plus" icon and in the pop-up window fill in the required information.
If you have more than 1 client information column, you can pick one as primary by ticking it.
Note that if you click on the client's phone number if you have IP telephony activated you can call the client.
For the added email addresses, colors correspond to the email status:
Green - verified, correct email
Red - invalid email address
Yellow - requires verification
To verify, click on the email address.
You can also rate the client by choosing the number of stars.
To add a note to the client profile, fill in the text and click "Control + Enter".
To remove the added note, click on the "X" next to it.
To edit client's name, type, tax or newsletter subscription option, click on the "Pencil" icon.
To delete the client profile, click on the "Bin" icon.
Note that you are required to fill in your password to confirm. Once the client profile is deleted it cannot be restored.
Above this section you can view, remove or add tags.
To add a tag, just type it and click "Enter" to add.
To remove, click on "X" next to it.
You can use the tags to filter the list of clients in the “Clients List” section.
In the right side of the screen you can see the client's location on the map.
On the client's profile in the right side of the screen you can:
Create a new task for the client.
Create a new lead for the client.
Add billing details such as credit card information to be used for future billing.
Add full or partial payment. Note that in this case you need to choose the estimate the payment is assigned to.
Send email to the client from the list of available options.
Send SMS to the client from the list of available options.
Navigate to the tree inventory page.
Below, you can see the already created leads/estimates/WOs/invoices.
They are separated by their statuses: "In progress", "Completed", "Declined" and "All".
You can also see the brand for the client.
If your company has more than 1 brand, you can assign another brand to the client by choosing the required one from the "Brands" list.
On the client profile you can view and take different steps for various job progresses, the first step being the lead.
You have 3 options for leads:
View lead details.
Create estimate.
Delete the lead.
On the "Lead details" page you can edit lead information, add tags, add a new task connected with the lead or update lead status.
Note that if the lead is already estimated, the estimation option will no longer be available.
If the lead is confirmed, the next step is the estimate.
For estimates you have 4 options:
View estimate details.
Edit estimate.
View estimate PDF.
Delete the estimate.
On the "View Estimate" page you can add tags to the estimate, change the revision date or the estimator.
Note that if you want a file to be added to the estimate PDF, make sure the "Print in PDF" is ticked.
You can also edit the estimate tax as well as add or edit the discount.
On the "View Estimate" page from the right-side menu you can:
Change the brand for the estimate. After changing the brand all the files and contact information will change to the chosen brand.
Add Estimate Contact information.
Download or view the estimate PDF.
Send/re-send estimate PDF to the client.
Send SMS to the client related to the estimate.
Add full or partial payment.
Edit the estimate details.
Close the page.
Copy the estimate to either the same client or another client.
Copy the estimate portal link.
After the estimate is confirmed, Workorder appears.
For WOs you have 3 options:
View WO details.
View WO PDF.
Delete the WO.
In the "Workorder Details" section of the "View Workorder" page you can:
add notes that would be available on the "Crew Schedule" page, add files and crew/equipment requirements.
change the priority of the WO by clicking on the already existing priority and choosing the required one from the list.
On the "View Workorder" page from the right-side menu you can:
Update the WO status. Note that you can change the WO status to "Finished" only after all the estimate statuses are changed to "Confirmed"/"Declined".
Download or view WO PDF.
View partial invoice.
Send the partial invoice to the client.
Add full or partial payment.
Close the WO page.
Copy the WO to either the same client or another client.
Edit the estimate that the WO is based on.
On the "View Workorder" page you can also view the "Pre-job safety assessment" and "Finish work report" forms. Click here to learn more.
After the WO is confirmed, Invoice appears.
For invoices you have 3 options:
View invoice details.
View invoice PDF.
Delete the invoice.
On the "View Invoice" page you can edit the invoice date and due date.
To edit, click on the "Pencil" icon, choose the required date and click on the tick.
On the "View Invoice" page from the right-side menu you can:
Update the invoice status.
Download or view invoice PDF.
Add full or partial payment.
Send invoice to the client.
Send SMS to the client related to the invoice.
Close the invoice page.
Copy the invoice to either the same client or another client.
Copy the invoice portal link.
Under, you can see the totals separated by the total sum of confirmed estimates and the overall total sum of all the estimates.
After tasks are created for the client, they are available in the "All client tasks" section.
For all the tasks you can:
Send SMS to the client regarding the task.
Send email to the client regarding the task.
View task details where you can change the task status and add description.
Edit task details.
Delete the task.
All the payments that the client has made are available in the "All client payments" section.
You can edit or delete the payments.
You can add notes and files to the client profile.
Click here to learn more.
To access the client profile you can either use the "Live search" or find the client in the "Clients List" section of the "Clients" module.
Header of the Client's Profile
In the header section of the "Client" profile you can view and edit client information.
To edit the client's address information, click on the address, in the pop-up section make the required changes and click on the "Tick" icon to save the changes.
To edit the client contact information, click on the "Contact" field, in the pop-up section make the required changes and click on the "Tick" icon to save the changes.
If you need to delete the contact information, click on the "Bin" icon.
You can add as many contact details as needed. To add, click on the "Plus" icon and in the pop-up window fill in the required information.
If you have more than 1 client information column, you can pick one as primary by ticking it.
Note that if you click on the client's phone number if you have IP telephony activated you can call the client.
For the added email addresses, colors correspond to the email status:
Green - verified, correct email
Red - invalid email address
Yellow - requires verification
To verify, click on the email address.
You can also rate the client by choosing the number of stars.
To add a note to the client profile, fill in the text and click "Control + Enter".
To remove the added note, click on the "X" next to it.
To edit client's name, type, tax or newsletter subscription option, click on the "Pencil" icon.
To delete the client profile, click on the "Bin" icon.
Note that you are required to fill in your password to confirm. Once the client profile is deleted it cannot be restored.
Above this section you can view, remove or add tags.
To add a tag, just type it and click "Enter" to add.
To remove, click on "X" next to it.
You can use the tags to filter the list of clients in the “Clients List” section.
In the right side of the screen you can see the client's location on the map.
Side-Bar Options
On the client's profile in the right side of the screen you can:
Create a new task for the client.
Create a new lead for the client.
Add billing details such as credit card information to be used for future billing.
Add full or partial payment. Note that in this case you need to choose the estimate the payment is assigned to.
Send email to the client from the list of available options.
Send SMS to the client from the list of available options.
Navigate to the tree inventory page.
Workflow on the Client's Profile
Below, you can see the already created leads/estimates/WOs/invoices.
They are separated by their statuses: "In progress", "Completed", "Declined" and "All".
You can also see the brand for the client.
If your company has more than 1 brand, you can assign another brand to the client by choosing the required one from the "Brands" list.
On the client profile you can view and take different steps for various job progresses, the first step being the lead.
Lead
You have 3 options for leads:
View lead details.
Create estimate.
Delete the lead.
On the "Lead details" page you can edit lead information, add tags, add a new task connected with the lead or update lead status.
Note that if the lead is already estimated, the estimation option will no longer be available.
Estimate
If the lead is confirmed, the next step is the estimate.
For estimates you have 4 options:
View estimate details.
Edit estimate.
View estimate PDF.
Delete the estimate.
On the "View Estimate" page you can add tags to the estimate, change the revision date or the estimator.
Note that if you want a file to be added to the estimate PDF, make sure the "Print in PDF" is ticked.
You can also edit the estimate tax as well as add or edit the discount.
On the "View Estimate" page from the right-side menu you can:
Change the brand for the estimate. After changing the brand all the files and contact information will change to the chosen brand.
Add Estimate Contact information.
Download or view the estimate PDF.
Send/re-send estimate PDF to the client.
Send SMS to the client related to the estimate.
Add full or partial payment.
Edit the estimate details.
Close the page.
Copy the estimate to either the same client or another client.
Copy the estimate portal link.
Workorders
After the estimate is confirmed, Workorder appears.
For WOs you have 3 options:
View WO details.
View WO PDF.
Delete the WO.
In the "Workorder Details" section of the "View Workorder" page you can:
add notes that would be available on the "Crew Schedule" page, add files and crew/equipment requirements.
change the priority of the WO by clicking on the already existing priority and choosing the required one from the list.
On the "View Workorder" page from the right-side menu you can:
Update the WO status. Note that you can change the WO status to "Finished" only after all the estimate statuses are changed to "Confirmed"/"Declined".
Download or view WO PDF.
View partial invoice.
Send the partial invoice to the client.
Add full or partial payment.
Close the WO page.
Copy the WO to either the same client or another client.
Edit the estimate that the WO is based on.
On the "View Workorder" page you can also view the "Pre-job safety assessment" and "Finish work report" forms. Click here to learn more.
Invoices
After the WO is confirmed, Invoice appears.
For invoices you have 3 options:
View invoice details.
View invoice PDF.
Delete the invoice.
On the "View Invoice" page you can edit the invoice date and due date.
To edit, click on the "Pencil" icon, choose the required date and click on the tick.
On the "View Invoice" page from the right-side menu you can:
Update the invoice status.
Download or view invoice PDF.
Add full or partial payment.
Send invoice to the client.
Send SMS to the client related to the invoice.
Close the invoice page.
Copy the invoice to either the same client or another client.
Copy the invoice portal link.
Totals
Under, you can see the totals separated by the total sum of confirmed estimates and the overall total sum of all the estimates.
All Client Tasks
After tasks are created for the client, they are available in the "All client tasks" section.
For all the tasks you can:
Send SMS to the client regarding the task.
Send email to the client regarding the task.
View task details where you can change the task status and add description.
Edit task details.
Delete the task.
All Client Payments
All the payments that the client has made are available in the "All client payments" section.
You can edit or delete the payments.
Notes on the Client Profile
You can add notes and files to the client profile.
Click here to learn more.
Updated on: 12/04/2023