Client Management
The Client Management page helps you save and look up information for all your clients. The profiles you save here are used to quickly assign owners to new installation projects.
How to Open Client Management
Section titled “How to Open Client Management”Follow these steps based on the device you are using:
- Click on Clients from the main left sidebar menu.
- Tap on People from the bottom navigation bar.
- Tap on Clients from the controls at the top of the screen.
Exploring the Client Page
Section titled “Exploring the Client Page”Once you are on the Client Management screen, you can manage your clients with these tools:
1. Card View vs. List View Toggle
Section titled “1. Card View vs. List View Toggle”- Next to the add button at the top right, there are two small view toggle icons.
- Click the Grid Icon to see your clients laid out as visual boxes (Card View).
- Click the List Icon right next to it if you prefer a compact, row-by-row structure (List View).
2. Searching Clients
Section titled “2. Searching Clients”- Use the large Search clients… bar at the top of the page to quickly find a client by typing their name or contact info.
3. Managing Existing Clients
Section titled “3. Managing Existing Clients”Each client card displays their saved details, along with a creation date at the bottom. You can take action using the small icons in the top-right corner of each card:
- Eye Icon: Click this to view the client’s detailed profile, and projects.
- Pencil Icon: Click this to change or update the client’s saved contact information.
- Trash Can Icon: Click this to delete the client profile from your workspace.
How to Add a New Client
Section titled “How to Add a New Client”To start adding a brand new client to your list:
Click the orange + Add Client button in the top-right corner.
Tap the + button in the top-right corner.
What to Fill In:
Section titled “What to Fill In:”Once the Add New Client popup opens, you can complete the form fields:
- Client Name: Type the full personal or business name of your client (for example: Tony Perera).
- Email: Enter their primary email address where they receive paperwork.
- Phone: Enter their primary telephone number.
- Address: Type in their installation or billing address.
To finish, click the orange Add Client button to save them to your platform instantly, or click Cancel to exit without saving.