Manage clients

• Active and Inactive are the two client statuses. New clients start as Active unless you choose Inactive when creating them.
• The client list is sorted by client name. It shows the client name, email, phone, city, and status.
• A client’s details include their contact person, email, phone, office address, postal address, status, and creation date when available.
• Linked jobs shows the work associated with that client. Each job can show its job number, job name, manager, estimated value, spending, gross profit percentage, and status.
• Client management changes are available to managers and administrators. If you can view the area but do not see change controls, your account may not have permission to edit client information.

How to find a client

1. Open Clients.
2. Use the search box above the list. Search by the client name or email address.
3. To include inactive clients, select Inactive. Select Active to return to current clients.
4. Review the matching rows. The list also shows the client’s phone number, city, and status.
5. Select a client row to open the details page.

If there are no clients in the selected view, the page displays “No clients yet”.

How to view client details

1. Find the client in the list and select their row.
2. In Client details, review:
   • Contact person
   • Status
   • Email
   • Phone
   • Office address
   • Postal address
   • Created date, when available
3. Select Linked jobs to review the jobs connected to the client. You can search the linked jobs by job number, job name, or manager, and select a job to open it.
4. If you have permission to make changes, select Edit Client to update the client’s details.

An empty field is shown as a dash. Email addresses and phone numbers can be copied from the list or details page.

Tips & things to know

• Keep the client name consistent so searches and linked work are easy to identify.
• Use the office address for the client’s main business location and the postal address for correspondence. When adding or editing a client, Same as office address copies the office address into the postal address.
• You can enter an address using the address suggestions, then check the city, region, postcode, and country before saving.
• Use Inactive rather than deleting a client when you want to keep the client information available without treating them as current. A client can be switched between Active and Inactive from the list.
• Deleting a client permanently removes the client information and cannot be undone. Use the delete control only when you are certain the client should be removed.
• A client with no connected work shows “No jobs for this client”. Create a job and assign this client to see it in the list.
• Client names are required. Email addresses are checked for a valid format when entered.

FAQ