Managing Clients

The clients page is where you manage all your customer information. You can add new clients, update their details, and view their full history with your organization.

Adding a New Client

1. Navigate to the Clients page from the sidebar.
2. Click New Client.
3. Fill in the client details:
   • Client Name — The name of the person or company.
   • Email Address — Primary email for the client.
   • Phone Number — A contact phone number.
   • Address — The client's main address.
   • Notes — Any additional information about the client.
4. Click Save to create the client.

Editing a Client

To update a client's information:

1. Open the client profile by clicking on their name in the clients list.
2. Click Edit or update the fields directly.
3. Save your changes.

Viewing Client Details

Each client profile shows:

• Contact information
• Associated job sites
• Work order history
• Communication log and notes

This gives you a complete picture of your relationship with each client, making it easy to reference past work or follow up on ongoing jobs.

Searching and Filtering

If you have a large client list, use the search bar to quickly find a client by name, email, or phone number.