CLIENT MANAGEMENT

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All your clients have a client details page. this is where you can amend information and schedule jobs.

Simply click on “Clients” at the bottom right of your home screen. From there, search for your client. It is from this screen that you can also filter clients, eg: Active, Potential, Quoted etc.

From the within the client detail page you can:

• Amend addresses, phone number and emails

• Schedule jobs via the “Services” tab

• Review previous and upcoming jobs

• Click the drop down arrow to access quotes, invoices and payments for the client