Managing Clients

Viewing Your Clients

To see all your clients:

1. Click Clients in the sidebar menu
2. The client list shows all clients with their type, contact info, and status
3. Use the search box to find a specific client by name
4. Click column headers to sort the list

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Viewing Client Details

Click on a client's name to see their full profile, which includes:

• Overview - Contact details, address, and notes
• Sites - All locations for this client
• Contracts - Service agreements and pricing
• Recent Jobs - Latest scheduled and completed work

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Editing a Client

To update client information:

1. Go to the client's profile page
2. Click the Edit button
3. Update the fields you need to change
4. Click Update Client to save

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Changing Client Status

Clients can have one of three statuses:

Status	Meaning
Active	Current client - can have jobs scheduled
Inactive	Paused client - no new jobs, but history preserved
Archived	No longer a client - hidden from main lists

To change status, edit the client and select the new status from the dropdown.

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Deleting a Client

To delete a client:

1. Go to the client list or client profile
2. Click the Delete button
3. Confirm the deletion when prompted

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Filtering and Searching

Find clients quickly using these options:

• Search - Type in the search box to filter by name or email
• Sort - Click column headers to sort by name, type, or status
• Filter by Type - Use the type filter to show only Commercial, Residential, etc.