Getting started
Manage clients and their properties
In short
Each client has a profile with their properties, job history and invoices in one place. You can edit their details, add as many properties as they have, and archive a client without losing any history.
Steps
- 1Open Clients and pick a client to see their profile.
- 2Use Edit to update their name, company, email or phone.
- 3Under Properties, add each site with its address and access notes.
- 4Review the job history and invoices tied to that client.
- 5Archive a client you no longer serve; their history is kept.
Frequently asked questions
Can a client have more than one property?
Yes. Add as many properties as they have, each with its own address and access notes, and pick the right one when you schedule a job.
What happens to history when I archive a client?
Nothing is lost. The client stops appearing in pickers, but their past jobs and invoices are kept.