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How do I view and edit client information?

Navigate the client profile tabs: Details, Estimates, Jobs, Invoices, Payments, and Communications.

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Written by Taj Shahrani
Updated yesterday

Each client profile has tabs for:

  • Details — Contact info, billing address, additional contacts

  • Estimates — All estimates with status

  • Jobs — Service history

  • Invoices — All invoices with payment status

  • Payments — Complete payment history

  • Communications — Activity log

Click Edit on the profile to update contact details, add contacts, or change the billing address.

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