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:
1. Open Clients from the left navigation menu.
2. Click Create New Client (+).
3. Fill out the form fields (details below).
4. 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)
· The client’s display name (company name or person name).
· This is the primary identifier shown in selectors and used in reports.
Email (Optional)
· A contact email address for the client.
· If provided, it can be included in reports via template tags and used for delivery/communication workflows if enabled.
Phone (Optional)
· A contact phone number for the client.
· Recommended to include country code format when possible for consistency.
Address (Optional, Google Maps Autocomplete)
· As you type, the system suggests valid addresses using Google Maps autocomplete.
· Select one of the suggested results to ensure:
o A standardized, valid location format
o Better consistency in reporting (avoids typos and variations)
o Faster data entry for users
How to use Address autocomplete properly
· Start typing the street, business name, or neighborhood.
· Choose the correct suggestion from the dropdown list.
· 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:
· None – No specific classification.
· Commercial – Businesses, offices, job sites, facilities.
· Residential – Houses, apartments, residential repairs/maintenance.
Client Type helps organize clients and can be used in report templates (#client_type).
Client Image (Optional)
· Upload an image (JPG/PNG) associated with the client (logo, building, site photo, etc.).
· Can be referenced in templates using #client_image.
Enable Client (Recommended)
· When enabled, the client is available for selection in projects and appears in normal lists.
· 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:
1. Go to Clients.
2. Select the client you want to update.
3. Click Edit.
4. Update any field (name, contact, address, type, image, enabled state).
5. Save changes.
Edits are reflected immediately wherever the client is used (including future reports).
4.4 When to disable vs delete
· Disable a client when the relationship is inactive but you want to preserve history (recommended).
· 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
· Create clients first, then projects—this speeds up project creation.
· Use Commercial/Residential consistently; it improves organization and reporting.
· Prefer selecting the Address from Google Maps suggestions to reduce typos and ensure clean report output.
· Upload a Client Image if you want reports to visually differentiate customers (especially if you manage multiple clients with similar names).