Every client has a profile — one place for their contact details, properties, work history, and money. Open Clients in the sidebar and click any name to get there.
What lives on the profile
The Overview card holds their contact details next to three numbers that tell you the state of the relationship — Account Balance, Lifetime Value, and Completed Visits. Around it you'll find Tags for organizing your client list and Client Notes for anything your team should know.
The tabs across the top collect everything you've ever done with this client:
Tab | What's there |
Details | Contact info, properties, tags, and notes. |
Requests | Work they've asked for. |
Estimates | Quotes you've sent them. |
Jobs | Work booked, past and upcoming. |
Invoices | Everything you've billed. |
Payments | Everything they've paid. |
Communications | Messages between you and the client. |
Edit their details
Click Edit Client at the top of the profile to change names, contact details, additional contacts, or properties — then click Update client to save.
Tip: Press ⌘K and type any client's name to jump straight to their profile from anywhere.