Clients represent the people or organizations you work for. Every project must be associated with a client so that reports can include client-specific information (name, contact info, address, and client type). You can create, edit, enable/disable, and reuse clients across multiple projects.
Create New Client – main fields.
4.1 Create a New Client
To create a client:
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Open Clients from the left navigation menu.
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Click Create New Client (+).
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Fill out the form fields (details below).
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Click Create Client to save.
Note: Some fields are optional, but Client Name is required. The Create Client button remains disabled until required fields are valid.
4.2 Client fields (what each one means)
Client Name (Required)
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The client’s display name (company name or person name).
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This is the primary identifier shown in selectors and used in reports.
Email (Optional)
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A contact email address for the client.
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If provided, it can be included in reports via template tags and used for delivery/communication workflows if enabled.
Phone (Optional)
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A contact phone number for the client.
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Recommended to include country code format when possible for consistency.
Address (Optional, Google Maps Autocomplete)
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As you type, the system suggests valid addresses using Google Maps autocomplete.
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Select one of the suggested results to ensure:
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A standardized, valid location format
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Better consistency in reporting (avoids typos and variations)
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Faster data entry for users
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How to use Address autocomplete properly
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Start typing the street, business name, or neighborhood.
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Choose the correct suggestion from the dropdown list.
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The selected value is saved as the client address.
Best practice: Always pick an address from the suggestions instead of typing free-form text, so it remains standardized and “Google-valid”.
Client Type (Optional)
Select one:
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None – No specific classification.
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Commercial – Businesses, offices, job sites, facilities.
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Residential – Houses, apartments, residential repairs/maintenance.
Client Type helps organize clients and can be used in report templates (#client_type).
Client Image (Optional)
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Upload an image (JPG/PNG) associated with the client (logo, building, site photo, etc.).
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Can be referenced in templates using
#client_image.
Enable Client (Recommended)
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When enabled, the client is available for selection in projects and appears in normal lists.
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If disabled, the client may be hidden or blocked from selection (useful for old/inactive clients without deleting historical data).
4.3 Edit an existing Client
To update client details:
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Go to Clients.
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Select the client you want to update.
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Click Edit.
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Update any field (name, contact, address, type, image, enabled state).
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Save changes.
Edits are reflected immediately wherever the client is used (including future reports).
4.4 When to disable vs delete
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Disable a client when the relationship is inactive but you want to preserve history (recommended).
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Delete a client only if it was created by mistake and is not linked to important historical data (depending on system rules and permissions).
4.5 Tips & best practices
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Create clients first, then projects—this speeds up project creation.
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Use Commercial/Residential consistently; it improves organization and reporting.
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Prefer selecting the Address from Google Maps suggestions to reduce typos and ensure clean report output.
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Upload a Client Image if you want reports to visually differentiate customers (especially if you manage multiple clients with similar names).