Clients (Contacts)
Clients are the people and companies you do business with. Every estimate, invoice, deal, ticket, and appointment hangs off a client record, so this is usually the first thing you set up.
What’s on the Clients list
Section titled “What’s on the Clients list”Open Clients from the sidebar. You get a searchable list of every contact in your workspace with:
- A status filter — All, Active, Inactive, Archived.
- Free-text search by name or email.
- Columns for name, email, phone, tags, last activity, and status.
- An Export CSV button in the top right that downloads your whole contact list.
On a phone each client shows as a tappable card; on desktop it’s a table.
Add a client
Section titled “Add a client”- Click New client (top right).
- Fill in the fields. Name is the only required one. Email, phone, company, source (where the lead came from), and notes are all optional.
- Click Create client. You land on the client’s detail page.
Optionally give the client portal access
Section titled “Optionally give the client portal access”On the new-client form there’s a checkbox: Also provision lite CRM access. Tick it to spin up a small, dedicated workspace for that client where they can see their project status and message you directly. When you tick it, you’ll be asked for:
- Portal sign-in email — defaults to the client’s email.
- Project name — defaults to the client’s name.
Leave the box unchecked to just create a plain contact record.
Open and edit a client
Section titled “Open and edit a client”There are two ways into a client:
- Click the name in the list to open a fast quick-edit drawer — change email, phone, tags, and status without leaving the list.
- Click the row’s arrow (or open the detail page) for the full record: edit form, contact details, the subject hub (if your vertical uses one), and the archive panel.
On the detail page you can edit name, email, phone, company, status, and notes, then Save changes. The header also has one-click shortcuts to start a New Job or New Invoice already linked to this client.
Status
Section titled “Status”A client is one of:
- Active — a current, working relationship (the default).
- Inactive — quiet, but kept around.
- Archived — hidden from the default list.
Tags are free-form labels shown as chips on the list and detail page. Use them to group contacts however you like — referral, VIP, wholesale, a neighborhood, a campaign. The list shows the first few tags per row and a +N chip when there are more.
Subject hub (some verticals)
Section titled “Subject hub (some verticals)”If your vertical tracks a “thing” attached to the client — a Vehicle (auto shop), a Property (HVAC, plumbing, cleaning, landscaping, real estate), a Matter (law), or a Case (chiropractic, healthcare) — the client detail page shows a subject hub where you add and manage those records. Verticals without a configured subject type simply don’t show this section.
Archiving
Section titled “Archiving”Archiving a client (the Archive button at the bottom of the detail page) sets the status to archived and removes it from the default list. It does not delete anything downstream — existing deals and tickets keep their link to the client.
Export your contacts
Section titled “Export your contacts”The Export CSV button on the Clients list downloads every contact as a spreadsheet. There’s no self-serve bulk import yet — add contacts one at a time, or contact support and we’ll help you load an existing list.