The client directory is your address book. Every job, visit, invoice, and message is attached to a client.
Searching and filtering
Use the search box at the top to find by name, address, or postcode. On mobile, the filter button opens the full filter panel.
Adding a client
New client opens a side drawer. Required: name and address. Recommended: phone, email, and any access notes (gate code, dog, leave gate open, etc.).
Client detail
Click any client to open their profile, which shows:
- Contact details and address.
- Active service plans.
- Visit history with dates, techs, and notes.
- Invoices: paid, outstanding, and overdue.
- Message history.
Bulk import
See Importing existing clients for the CSV flow.
Archiving vs deleting
Archive a client when they stop being a customer but you want their history kept. Deleting is permanent and only available if there are no visits or invoices attached.