Adding a New Client
Add new clients to your database in just a few clicks:
- Go to the Clients page in your dashboard
- Click the "Add Client" button
- Enter the client's basic information (name, phone, email)
- Add their service address
- Save the client profile
You can also add clients quickly when creating a new project or estimate by using the inline client creation feature.
Client Information
Store comprehensive client data:
- Contact Details: Primary phone, email, and alternate contacts
- Billing Address: Separate billing and service addresses
- Payment Methods: Save credit cards or ACH information for quick payments
- Custom Fields: Add business-specific fields like gate codes, pet information, or equipment details
- Tags: Categorize clients for better organization
- Notes: Keep important notes visible to your entire team
Managing Properties
For clients with multiple service locations, you can add multiple properties to a single client account:
- Each property can have its own address and service history
- Track equipment and systems at each location
- Schedule recurring maintenance for specific properties
- View service history by property
Client Communication
Keep clients informed and engaged:
- Send scheduled appointment reminders via email or SMS
- Share real-time technician ETA updates
- Email invoices and estimates directly from the platform
- Enable the client portal for self-service access
- Track all communication history in one place
All client communications are logged, giving you a complete history of every interaction.