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Clients

Table of Contents

  1. Overview
  2. Client Dashboard
  3. Adding a New Client
  4. Editing Client Information
  5. Client Detail Interface
  6. Client Search

Overview

The Clients Management section allows you to effectively manage client accounts in the system. This page enables you to view, add, edit, and manage the status of clients in your account.

 

Client Dashboard

The Client Dashboard serves as the main interface for client management. It offers key functionalities such as viewing, adding, editing, and deleting clients, as well as searching and filtering capabilities.





 

In this section, you will be able to view essential information for each client, including:

  • User Name: Displays the name of the client.

  • Type: Indicates whether it's Residential or Business.

  • Phone Number: Shows the client's contact number.

  • Email Address: Displays the client's email for communication.

  • Physical Address: Shows the client's location.

  • Action Buttons: View, Chat, Estimate, Invoice, Attachments, Edit, Delete

  • View: Access detailed client information

  • Chat: Initiate or continue conversations with the client

  • Estimate: Create or view estimates for the client

  • Invoice: Generate or view invoices for the client

  • Attachments: Access or add documents related to the client

  • Edit: Modify client information

  • Delete: Remove the client from the active list


 

This comprehensive display allows for efficient management of client information and quick access to key actions related to each client account. You can also view clients categorized as: All, Residential, Business, Archived. 


 

1. Adding a New Client

 

To add a new client to your account, you will be presented with a form containing several fields. Required fields vary depending on the client type (Residential or Business).

 


 

  • Click the blue "+ New client" button in the top right corner of the Client Dashboard.

  • Fill out the required fields in the form.

     



 

  • For Residential clients: First Name, Last Name, Phone number, Email address.

  • For Business clients: Company name, Website (in addition to the above)

  • Click on "Next Step" to proceed to the Property Details section.

     


 

  • Add Property Details: Address, City, State, Zip Code, Address Note (optional).

  • You can also add a property photo by simply clicking on "Upload Image."

  • Click "Create client" to finalize the account creation.


 

2. Editing Client Information

In the Edit Client window, you can modify various details related to the client, including: Personal Details and Property Details.

  • Click on the action buttons and select the Edit option.

  • Edit the personal details such as: Name, phone number, and email address.

  • Click "Next Step" after making changes.

  • Edit property details such as: address and property image.

     



 

  • Ensure all changes are saved by clicking on "Apply Changes" before exiting the edit interface.


 

3. Client Detail Interface

 

The Client Details interface offers a comprehensive suite of options beyond simply editing client information. This robust section enables you to view and manage client properties, create and oversee estimates, monitor active jobs, handle invoices, access a complete interaction history, add notes, attach important documents, and communicate directly with clients through an integrated chat function.

Using the edit interface, you can modify client details as needed. Once you've made the desired changes, you can save the updated information. 



 

  • Locate the client in the list on the Client Dashboard.

  • Click on the client name or the "eye icon" next to it.

  • Modify the necessary fields in the edit interface.

  • Click "Apply Changes" to save the updated information.


 

3.1. Properties Section:

Access the Properties Section to view and manage the client's registered properties. Here, you can:

  • View Existing Properties: Easily access and review all properties currently registered.


 

  • Add New Properties: Click on the “+ Add Property” button to input details for new listings.

  • Edit Property Details: Update information for existing properties as needed, ensuring accuracy and relevance.


 

3.2. Estimates Section:
 

In the Estimates Section, you can efficiently manage estimates related to the client’s projects. Here’s how to navigate it:


 

  • View Active Estimates: Quickly check the status of all current estimates.

  • Add New Estimates: Click on the “+ Add Estimate” button to open the estimate form and input necessary details.

  • Edit Existing Estimates: Update or modify any active estimates to reflect required changes by simply clicking on the eye icon.


 

3.3. Job & Invoices Section:

The Jobs & Invoices Section provides a comprehensive overview of all jobs and invoices linked to the client:


 

  • View Jobs and Invoices: Access detailed information about ongoing projects and their associated invoices.

  • Add New Jobs and Invoices: Click on “+ New Invoice” to create new entries and fill in required fields.

  • Edit Jobs and Invoices: Modify existing job details or invoice information as needed to keep everything up-to-date.


 

3.4. Notes & Attachments:

The Notes & Attachments section is essential for organizing all client-related documentation:

 

  • View Existing Notes: Easily access previously recorded notes for quick reference.

  • Add New Notes: Document important interactions or decisions by simply clicking in the text input bar or selecting a file to send.

  • Upload Attachments: Add relevant files (e.g., contracts, specifications) by clicking the paperclip icon next to the text input field.

  • Organize Documents: Categorize notes and attachments for easy retrieval, ensuring that your team has access to the latest information.


 

3.5 Additional Options:

Each of these options takes you to their respective sections for creating, editing, or deleting elements, or simply directs you to the chat for direct communication with the client. By clicking on any of these action buttons, you can:

 


 

  • Add Estimate: Create new estimates quickly and easily. Clicking this option takes you to a dedicated section where you can input all necessary details for a comprehensive project estimate.

  • Add Invoice: Generate new invoices seamlessly. This feature directs you to an invoice creation interface, allowing you to itemize charges and set payment terms.

  • Chat: Engage in direct communication with your client. The chat function opens a messaging interface, facilitating real-time conversations and quick updates.

  • Attachments: Manage all files related to your project in one place. This section allows you to upload, view, and organize documents, images, and other relevant files.

  • Edit: Modify existing elements with ease. The edit function provides access to update client information, project details, or any other relevant data.

  • Delete: Archive clients when necessary. Upon selecting this option, you'll be prompted to confirm the action, ensuring no accidental removals from your active client list.

 

Each of these options directs you to its respective section, streamlining your workflow and enabling efficient client and project management.


 


The Services Dashboard offers robust search functionalities to help you efficiently manage your client database:

 

4.1. Quick Search

Utilize the search bar to instantly find clients by:

  • Name

  • Email address

  • Physical address

4.2. Advanced Filtering

Next to the search bar, you will find two dropdown menus for more specific searches:

  • City Dropdown: Select a city to narrow down your results.

  • State Dropdown: Choose a state to further refine your search.

By selecting options from both dropdowns, the system will return results that match your parameters, allowing for a more targeted client lookup.


 

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