Clients

  • Clients List

  • Adding a New Client

  • Client Profile and Editing

  • Notes Section on the Client's Profile

  • 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.

    • Email and SMS Management

  • Follow Up

  • Programmed Messages

  • Email Templates

  • SMS Templates

  • Sending Email/SMS to a Client

  • Messenger

  • Types of variables in templates